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Adviser Individual Retirement Centre

Taking on your clients’ future together

Retirement Account. Going further together

Support, expertise and features to help your business. Delivering expert insight to keep you informed on industry developments and providing practical resources to help you recommend and explain Retirement Account.

Maximise your clients’ annual allowances

Guidance and support to help you maximise your clients’ annual allowances.

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MANAGE CLIENT INCOME DRAWDOWN WITH CONFIDENCE

As people are living longer, it’s never been more important to plan for a long-lasting income in retirement. We explore the key risks associated with drawdown.

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DELIVERING STRONG MULTI-ASSET CHOICE

Our Retirement Account offers a range of portfolio funds, designed to deliver through the market’s ups and downs. Find out more about our strong multi-assets options, backed up by expert investment insights.

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TAKE A CLOSER LOOK AT RETIREMENT

Pension Freedoms and increased life expectancy can bring new financial challenges for your clients. Here, you can see how Retirement Account has the flexibility to help you and your clients make the most of this opportunity.

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DEFINED BENEFIT

Pension Freedoms has given people with Defined Contribution pension’s 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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TOOLS AND CALCULATORS

Help review your clients’ policies and show your clients how you can add value.




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RETIREMENT ACCOUNT PRODUCT INFORMATION

Retirement Account offers a range of choices to help your clients achieve their retirement goals. For key insights, how it works and service and support.

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