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Retirement Planning - delivering strong multi-asset choice


Income drawdown can help you manage the risks your clients face in retirement. Here you’ll find all the latest insight and guidance, and how Retirement Account could help you manage those risks with confidence, helping to create a sustainable income in retirement for your clients.

How to apply

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

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Drawdown risks: Help create a lasting retirement income for your clients

Over the coming weeks we'll explore the key risks inherent in post-retirement. View our infographic that sets out these key risks and why they are an important consideration when planning an income for retiring clients.

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Tax planning with income drawdown

Our article explores how using tax-free cash to supplement regular income payments can offer advantages over the more traditional option of taking it all at once.

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Retirement risks: Longevity

Take a look at how our drip-feed drawdown can provide a tax-efficient income, helping to make your clients' pension pots last longer.

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CPD masterclass: Tax efficient pension withdrawals.

Watch the CII accredited MasterClass from our Financial Planning and TechTalk team and add to your CPD learning.

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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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Drawdown review checklist

To support you, we have a checklist that you can use as a basis for your drawdown client reviews.

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Centralised retirement proposition

Our guide outlines the key elements of what a structured advice process could look like for clients in drawdown.

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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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Adviser guide: Drip-feed drawdown

Everything you need to know about out automated drip-feed drawdown option.

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Adviser guide: Retirement Account

Find out more about our flexible plan for life with our adviser technical guide.

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Explore retirement
Account Drawdown Options

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

08000 964 364