The pension market is forecast to reach £17.5bn APE by 2021*. An aging population and increasing life expectancy have made later life planning more important than ever. Government interventions, such as Auto Enrolment and Pension Freedoms have also changed the landscape.
*Source - Globaldata UK Pensions Market 2017 report
Retirement is no longer a fixed point in a client’s life. Instead, it’s often a phase in a longer journey – and the industry is evolving to reflect that. We offer solutions for those who want (or need) to defer taking a pension income such as our Fixed Term and Cash-Out Retirement Plans. For retirees who are ready to secure a guaranteed income for the rest of their life, our award winning Pension Annuity could help.
This page is to help support you and grow your retirement business.
We've created a news and insight hub for you to find out more about our:
In our recent survey, nearly 43% of the 2,000 over-55s, thought taking money out of their pension savings would be tax-free.
Why it’s important for clients to be honest and open about their lifestyle choices and their existing or previous health conditions.
This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.