We offer products to help you meet your client's needs throughout their retirement.
If your client holds a product that we no longer sell, you can find more information and literature to help you and your client to top up, transfer in, or choose new funds.
Our retirement income products include lifetime annuities that reflect health and lifestyle conditions, and fixed term products. The fixed term products are designed to generate an income for your client. Our Fixed Term Retirement Plan has a maturity value at the end of a defined period.
Allows your clients to plan their future knowing what their income will be each year, confident that payments won't fall, with the choice of a fixed or increasing income.
Our Fixed Term Retirement Plan and Cash-Out Retirement Plan allows your clients to receive regular income payments over a term of between 3 and 40 years.
A lifetime mortgage allows your clients to unlock equity from their home without moving and is a loan secured against the client’s home.
Our Lifetime Mortgages can be taken as a lump sum with drawdown options or as a monthly income. Choose from Flexible (Flexible Lifetime Mortgage), Optional Payment (Optional Payment Lifetime Mortgage) or Income (Income Lifetime Mortgage).
Your client can release some of the money tied up in their home as one off cash lump sum or in smaller amounts as and when they need it.
Let’s your client release some of the money tied up in their home, and can pay part or all of the monthly interest to reduce the overall cost of the loan.
Your client can release some of the money tied up in their home to provide a regular monthly income over a fixed term.
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.