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Pension

Whatever your clients’ retirement dreams may be, our Pension takes the effort out of planning for their autumn years.

Our Pension is designed to offer value, choice and options at retirement with all the flexibility you need, including death benefit planning, and an extensive range of investment options.

An ever-improving pension offering

Paul Squirrell, our National Pension Sales Manager, explains what our pension has to offer, its competitive pricing and improvements still to come.

4-minute watch

Benefits at a glance

  • Great value – an annual Service Fee of just 0.25%, plus an Investor Fee of £45 if not being paid on another account
  • Over 5,000 investment options, including company shares, investment trusts and ETFs
  • Cash withdrawal and drawdown options – at no extra cost
  • Adviser charging options – you can take initial, ongoing and specified ‘one-off’ fees
  • Full platform integration – with all our services, including model portfolios and management information reports
  • Online illustrations and dealing – for all transactions

Supporting you with your pension due diligence

A guide covering the reasons why you can recommend our Pension to your clients.

Expression of Wish and Nomination Guide

A guide to help your client, when considering their Expression of Wish and Nomination options.

Contact us

If you would like to talk to one of our specialists about our pension, please email us with a brief explanation of your enquiry and we will be in touch as soon as we can.

Please note that with pension products your client will not be able to withdraw their money until they reach age 55. Tax treatment depends on individual circumstances and all tax rules may change in the future. The value of investments and the income from them can go down as well as up so your client may get back less than they invest.

Retirement and tax planning support

Explore our range of guides, factsheets and videos to help support you and your clients.

Help and support

Access FAQs and user-friendly guides structured around day-to-day tasks you carry out.

Fund information and factsheets

Investment Finder offers you a range of search criteria to help you find fund and exchange-traded investments for your clients.