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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
Client administration
Account opening Our bank details Flexible Investment and Retirement Solutions Re-registration & transfers Account dealing Withdrawals and account closing Amending client details Bereavement Power of Attorney & Court of Protection Fees and charges Information-only advisers Stock Transfer Delink a client
Client administration help
Client administration help
Account opening Our bank details Flexible Investment and Retirement Solutions Re-registration & transfers Account dealing Withdrawals and account closing Amending client details Bereavement Power of Attorney & Court of Protection Fees and charges Information-only advisers Stock Transfer Delink a client
Practical tips
By selecting the tabs below, you can find more information on the following:
- Features of the service
- How the service works
- Practical tips
- Pre-sale illustrations
- Initiating a pension stock transfer
- Best practice for new accounts
Making the most of our Flexible Investment and Retirement Solutions
David Smith, our National Platform Consultant, provides valuable insight on how to use our new Flexible Investment and Retirement Solutions and make the most of this service to benefit you and your clients.
Find out more about our Flexible Investment and Retirement Solutions.
Practical tips on fees, cash and capital gains
Related content
Standard Life Smoothed Return Pension Fund
A retirement savings and decumulation option designed for clients who are seeking less short-term volatility from their pension investment.
Standard Life Guaranteed Lifetime Income Plan
A plan designed to address the challenge of ensuring retired clients have sufficient income over their lifetimes.
Model portfolio and DFM service
Our model portfolio service allows you to create bespoke portfolios of up to 50 funds or exchange-traded investments. You can also use defined models from DFMs.