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Retirement Planning - delivering strong multi-asset choice

Multi-Asset funds are growing in popularity. Retirement Account offers a range of portfolio funds for varying client needs. Here you’ll find the latest insight, case studies and expert guidance on multi-asset investing.

How to apply

Our Retirement Account ‘Quote and apply’ is easy and straightforward

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Market insight on multi-asset portfolio funds

Multi-Asset strategies are rising in popularity. Our experts explore what’s fuelling this rise, the benefits and what the future could hold for multi-asset investing.

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Discover 5 reasons to choose Retirement Account (pdf)

See how Retirement Account can benefit your clients and your business.

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Case studies

See how each of our funds can help you meet varying needs and benefit your clients and your business.

Supporting your client conversations

Multi-asset funds offer the potential to make your clients’ money work harder. Our helpful summary which talks about the benefits of multi-asset funds can be shared with your clients.

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Investing in times of volatility

What is the current outlook for market volatility. And how during times of market uncertainty, multi-asset funds can help manage the impact of volatility whist meeting varying client needs.

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More market insight

To help you with the challenges you may face in a changing pensions landscape, our specialists have written a series of articles to provide you with insight and guidance.

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Women and retirement

Our client guide highlights the unique issues affecting women saving for retirement and can be used in your discussions with your clients.

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Adviser technical guide

Everything you need to know about Retirement Account, our flexible plan for life.

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Quarterly multi-asset reports

Get the latest updates on fund performances and asset allocation.

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Explore retirement
account investment options

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

08000 964 364

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