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Pensions and retirement

    Learn about our pensions and retirement products. The value of an investment can go down as well as up and your client may not get back what they paid in.

Our products

Retirement Account

A flexible personal pension which allows your client to save through single or regular payments, make transfers from other pensions, and access benefits flexibly. 

  • Self-Invested Personal Pension
  • Tax efficient
  • Wide range of investment options
  • Death benefits
  • A full online solution to help manage your client(s)
  • Flexible Adviser Charging options

Trustee Investment Plan

Single premium investment for trustees of UK registered Occupational Pension or Self-Invested Personal Pension (SIPP) schemes. 

  • Multi-Asset Fund and guarantee options
  • Investment term flexibility
  • Full, partial and regular withdrawals
  • Free Fund Switching
  • Fund Size Discounts