Products
Cash Trust, Pension Trustee and Company Account Canada Life Intl. Bond Utmost offshore bonds
ISA
Pension
Investment Account
Cash, Corporate & Trust and Bonds
Cash, Corporate & Trust and Bonds
Cash Trust, Pension Trustee and Company Account Canada Life Intl. Bond Utmost offshore bonds
Overview
Pension help
Find out all you need to know about our Pension, such as charges and how to complete common administrative tasks on our platform.
Pension topics
You can also search for help topics using the tool in the top right-hand corner of this page.
About our Pension
The features of our Pension, including charges, and information on our annual benefit summaries. You’ll also find here our forms and guide relating to registering an Expression of Wish.
Account opening
How to open client accounts, along with our account opening checklist. We also cover here the procedures relating to anti-money laundering regulations.
Re-registration & transfers
In this section you can find information on how to move pensions from other providers, either as cash or in-specie (re-registration).
Account dealing
Support for account dealing transactions, such as lump sum investments and top ups, regular contributions and switching.
Withdrawals and account closing
Information on taking tax-free cash from our pension as well as drawdown, UFPLS and other pension withdrawals.
Retirement and tax planning support
A dedicated area where you’ll find a host of technical support materials on retirement, pension and tax planning topics.