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* We reserve the right to introduce a charge in certain circumstances, as outlined in the Terms and Conditions.
+Any switches/buys/sells will stop automatic rebalancing.
Once they reach 55 (or earlier in the case of ill health), your existing clients can withdraw money from their plan in full or in stages. You can help them choose:
See exactly what your clients are getting for their money, with adaptability as and when their needs change.
It's easy to manage and service your clients' existing policies using online services.
service team, we can produce illustrations for:
Call us on: 0345 129 9993
We sometimes record our telephone calls and use the recordings to train our staff so we can give better service. All recordings are stored securely.
Available only to clients already using this option
For clients looking to get a guaranteed income for life, an annuity can be arranged through us or another provider.
Get factsheets, compare fund performance and check fund prices.
Help your clients access the right income at retirement with our flexi-access and drip feed drawdown options.
The value of your client's investment can go down as well as up and is not guaranteed, which means your client could get back less than they originally paid in. Tax and legislation are likely to change in the future, and the information above is based on our interpretation of current law and HMRC rules. The value of any tax benefits will depend on your client's personal circumstances.