You can use our range of flexible products and supporting services to tailor retirement solutions for your clients, whatever stage of life they’re at.
Clients can invest for the future through one of our personal pensions and access their benefits using our flexible drawdown and annuity options. We also offer equity release for clients looking to unlock the value in their property, plus lifetime care products for those seeking to fund care costs.
Your Equity Release questions answered
Coronavirus continues to have varying degrees of disruption to us all and we’re committed to working hard to offer you the best service we can, adapting and looking after our people and customers.
We’ve put together the following FAQ's to support you.
Our retirement products
Offers Pension Portfolio - a self-invested personal pension with single and phased flexi-access drawdown options
From a simple Stakeholder to a personal pension with a wide investment choice and flexi-access drawdown
A comprehensive range of annuity options, with a 1-year guarantee
A choice of either a one-off cash lump sum of £15,000 or more, tax-free or an initial lump sum of £10,000 or more with a cash reserve to draw money from as and when your client needs it.
Your clients can use one of our plans to fund all or part of their long-term care costs
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