Overview
Products & investments
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
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
Tax year end planning tools and resources Financial planning considerations - webinar Solving the retirement income conundrum events 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 hub Retirement income Regulation, due diligence and compliance Training support
Technical matters
Technical matters
Tax year end planning tools and resources Financial planning considerations - webinar Solving the retirement income conundrum events 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
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
ISA and Investment Accounts
Here you’ll find a range of materials available including guides to help with client discussions. We’ve also detailed the Bed and ISA process and provided some pointers for calculating capital gains on Investment Accounts.
To help you create ISA prospecting letters or emails for clients, we’ve produced some suggested wording that highlights the benefits of investing in an ISA from a client perspective. This wording can be used in conjunction with our client-facing guides.
The Pension Forum
Paul Squirrell, our pension expert, answers technical questions which routinely come up. You can also submit questions you may have.
Technical matters
A range of technical insights on retirement, tax planning and regulatory updates.
Creating retirement income for your clients
Here we present insights and ideas on ensuring a client’s income lasts a lifetime.
Help and support
Answers to the most commonly asked questions by users of our platform.
Client management
All aspects of your clients’ accounts managed through our secure online product administration system.
Adviser fees
A transparent and flexible approach to charging.
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.