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    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.

    OUR REPORTS

    For 16 years we’ve been tracking the nations retirement preparations and attitudes to help your individual retirement business.

     

    Retirement Report

    Women in Retirement Report

    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

    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.

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    RETIREMENT INCOME

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

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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 with our expert articles, useful guides, tools and calculators. 

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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. 

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    SUPPORTING YOUR DEFINED BENEFIT CONVERSATIONS

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

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    ARTICLES AND GUIDANCE

    To help you with the challenges you may face in a changing pensions landscape our specialists have written a series of articles providing insight and guidance on the retirement planning market.

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    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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