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Your clients can continue to enjoy their plan's rich features, including complete flexibility with retirement income, as well as access to a wide range of well governed investment funds.
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.
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.
Choose from our wide range of insured funds to invest in.
View our range of useful forms and guides in our literature library.
Help your clients access income at retirement.
Lines are open between 8.30 am and 5.30 pm, Monday to Friday.
We sometimes record telephone calls to help with training, service and security.
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.