About our Pension

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

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• Benefits at a glance
• Recommending our Pension
• Helpful documents
• Contact us

• Great value – an annual Service Fee of just 0.25%, plus an Investor Fee of £45 if not being paid on another account
• Over 7,000 investment options, including company shares, investment trusts, ETFs and a smoothed return pension fund
• 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

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.

The minimum age you can normally access your pension savings is currently 55, and is due to rise to 57 on 6 April 2028, unless you have a lower protected pension age. 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.