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Pension Flexible Investment and Retirement Solutions Standard Life Smoothed Return Pension Fund Standard Life Guaranteed Lifetime Income plan Taking retirement income ISA Investment Accounts Pension Trustee, Company and Trust accounts Cash The Canada Life International Bond Utmost Wealth Solutions − offshore bond products
Products
Pension Flexible Investment and Retirement Solutions Standard Life Smoothed Return Pension Fund Standard Life Guaranteed Lifetime Income plan Taking retirement income ISA Investment Accounts Pension Trustee, Company and Trust accounts Cash The Canada Life International Bond Utmost Wealth Solutions − offshore bond products
Investments
Technical resources
Technical resources
Technical matters
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Solving the retirement income conundrum events Tax planning opportunities for 2025/26 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
Technical matters
Solving the retirement income conundrum events Tax planning opportunities for 2025/26 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
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Paraplanner technical hub
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Technical hub Retirement income Regulation, due diligence and compliance Training support
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Investment Accounts
For investors who require the option of investing outside of a pension and an ISA.
New investments can be made either as a lump sum or as a regular savings plan. Once invested, your clients will have access to over 5,000 investment options.
Advantages for your clients
Please note that the value of investments and the income from them can go down as well as up so the client may get back less than they invest.
Advantages for you
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A range of adviser fee options -
Corporate and individual accounts -
Our 'Quote and Transact' service makes it easier for you to manage your clients and prospective clients