Individual Retirement Centre

We are focused on providing information to help you identify business opportunities and support your client conversations, through technical and value adding support, guidance and insight.

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OUR REPORTS

For 17 years we’ve been tracking the nations retirement preparations and attitudes to help your individual retirement business.

 

Retirement Report (PDF 3MB)

Women in Retirement Report

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Our Products

Retirement Account; a flexible pension plan to and through retirement.

Annuities; for those looking for a guaranteed income for life.
 

Retirement Account

Annuities

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DELIVERING STRONG MULTI-ASSET CHOICE

Our Retirement Account offers a range of multi-asset funds, designed to support your clients varying investment needs.  Find out more about our strong multi-asset options, back up by expert investment insight.

Multi-Asset Choice
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SUPPORT YOU CAN DEPEND ON

See how we are focused on supporting you, sharing our expertise and helping you identify the right opportunities for you and your clients to help your business grow. 

Find out more about support
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MAXIMISING ANNUAL ALLOWANCES – SUPPORT FOR YOU AND YOUR CLIENTS

We’re here to support you, and your clients, when maximising annual allowances, including details of allowances, carry forwards rules as well as useful guides, case studies, tools and calculators.  

Annual Allowances

RETIREMENT INCOME - MADE TO MEASURE

Our income drawdown and annuity offerings could help create a sustainable income in retirement for your clients.

Retirement Income

SUPPORTING YOUR DEFINED BENEFIT CONVERSATIONS

Pension Freedoms has given people with Defined Contribution pensions greater control and flexibility over taking their benefits. 

Defined Benefit Conversations

5 REASONS TO CHOOSE RETIREMENT ACCOUNT

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

Read now (PDF 2MB)(opens in a new tab)

Techtalk

Expert commentary and analysis on developments in the marketplace together with guidance on identifying planning opportunities.

Read TechTalk

Investment Perspectives

Topical insight and market news from our investment experts and partners.

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The expert series

Our new Expert Series includes topical webinars, vodcasts and podcasts to help you navigate the changing market, both now and in the future. 

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Masterclasses

Build your CPD with technical expertise from our CII accredited MasterClasses.

Watch a MasterClass

RETIREMENT ACCOUNT

A flexible pension plan that supports clients to and through retirement.

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ANNUITIES

For those looking for a guaranteed income for life.

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