Retirement Planning

Meeting Customers' needs in Retirement

When it comes to retirement income, there’ll always be different customer needs.


For many customers the security of income during retirement can be the most important consideration. An annuity can therefore be an attractive solution, providing a guaranteed income for life. This guaranteed income provides peace of mind, but can’t be altered to adapt to any changing circumstances. 

For others flexibility will be key, allowing for changing or unexpected income needs. Flexi-access drawdown enables customers to access their pension savings as and when needed, and funds can remain invested providing the possibility of further growth. An appealing option, although one that should be managed carefully to ensure customers do not run out of income during retirement.

Whatever your customers' circumstances, Scottish Widows is well placed to fulfil their retirement income needs. We can provide the income flexibility of drawdown, the guaranteed income of an annuity, or a combination of both – we're one of only a few providers that can offer the full range of retirement income options.




FOR MORE INFORMATION PLEASE CONTACT YOUR ACCOUNT MANAGER OR ALTERNATIVELY PLEASE CONTACT ONE OF OUR TEAMS BELOW:

Retirement Account

0800 096 4364

Lines are open from 9am and 5pm
from Monday to Friday.

Annuities

0345 845 0099

Lines are open from 9am and 5pm
from Monday to Friday.

Alternatively you can find out more at our website.
 

What do you want to do next?

COMBINING ANNUITIES WITH FLEXIBLE-ACCESS DRAWDOWN

Combining Flexible-Access Drawdown and Annuities can provide retirement income for your clients that need both flexibility and security.

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ANNUITIES

For those looking for a guaranteed income for life

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RETIREMENT ACCOUNT

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

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