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Retirement planning: Retirement Account - going further together.

We’re committed to supporting you and your clients at every stage of the retirement journey

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Going further together

The contradictions of Post Pension Freedoms

Since Pension Freedoms the retirement market has been impacted by changes that have often seemed contradictory in nature. Find out what this means for advisers, providers and the market as a whole.

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Retirement Account developments

Take a look at how we are demonstrating our commitment through the latest developments of our service, proposition and support.

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Business development team

We have expanded our regional teams significantly increasing our footprint across both our telephony and field-based development managers.

Flexible retirement income

Making retirement income easier with:

Going further to support your client conversations

Change is Constant

Find out about recent industry changes that have affected the retirement market.

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Servicing clients easily and efficiently

Read about how our online services and dedicated team can provide operational efficiencies and streamline your business processes.

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Recommendation tool

Our new tool gives you access to a comprehensive suite of Retirement Account suitability paragraphs that are easy to access and use.

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Going further to keep you up to date

Experience and Expertise

Discover 5 ways we can share our expertise and support your individual retirement business.

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ALL OUR EXPERTISE IN ONE PLACE

SUPPORTING YOUR DEFINED BENEFIT CONVERSATIONS

Pension freedoms have given people with defined contribution pensions greater control and flexibility over taking their benefits. Our expert support can help you achieve the right outcomes for your clients.

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TECHTALK & FUNDSTALK

Our industry-respected TechTalk magazine offers technical support and guidance on legislative and budget changes. FundsTalk brings you topical news and insight from our investment specialists.

MAXIMISING YOUR CLIENTS’ ANNUAL ALLOWANCES

Access, guidance and support to help you maximise your clients’ annual allowances.

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INTERGENERATIONAL PLANNING

This topic is becoming increasingly important to your clients. Find out how pensions can help with estate planning.

WOMEN AND RETIREMENTS

Use our practical resources and insight into the unique challenges women face when saving for retirement to help with your client conversations.

  • Read the report
  • Visit our hub for more insight and guidance
  • For further support when discussing this issue with your clients, use our helpful guide.
RETIREMENT PLANNING INSIGHT & GUIDANCE

To help you with the challenges you face in a changing pensions landscape, we offer insight and guidance from our experts on the retirement planning market.

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RETURn TO ADVISER RETIREMENT CENTRE HOMEPAGE    Find out more

For any servicing queries for your existing Retirement Account clients call:

08000 964 364