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One easy to manage account

Our Collective Retirement Account (CRA) answers the needs of advisers and clients looking to upgrade to a modern pension for the modern world. Below we outline some of the benefits of transferring to us and keeping a client’s pensions in one place.

 

How the Collective retirement account can meet your clients’ needs

Our flagship platform product is a three year running Gold Standard rated pension that offers some of the most comprehensive income solutions in the market. These options are designed so that you can tailor each CRA to meet your clients’ needs, help contiune to grow their pension, be more tax efficient, and maximise their legacy if required.

Download our due diligence brochure designed to help you assess the suitability of a Collective Retirement Account (CRA) for your clients.

 

Remarkably flexible

Offering ultimate freedom and choice, with a market-leading nine different withdrawal options, the CRA is also an intergenerational solution, with beneficiaries able to inherit it on death.

 

Competitive

With one simple, transparent charge, and efficient straight-through online processing, our CRA offers excellent value for you and your clients. 80% of the share classes we offer are the best value in the market and we also offer pre-funding of switches, investments and pension tax relief. And with family linking available, your clients can enjoy even greater pricing efficiency.

 

A comprehensive solution

The CRA is available alongside other products, trusts and tools on our market-leading platform. It has a broad range of investment solutions and management features, including exclusive access for advised clients to our WealthSelect Managed Portfolio Service. You have a full online audit trail and your clients can make use of our great online services, round the clock, at their own convenience.

 

Outstanding service and technical expertise

Independently recognised as the only adviser facing personal pension provider to achieve the highest gold standard in 2017, we’re committed to long-term investment in our platform. From award-winning customer service for your clients, to consultants and experts available to advisers face to face, over the telephone, via email or online, our service is second to none. And don’t forget our dedicated retirement tools, such as our Annual Allowance calculator (please open this calculator using chrome).

 

The value of advice


This short client-facing case study video shows how Mike’s adviser uses our Collective Retirement Account (CRA) to improve Mike’s retirement income, clearly demonstrating the value of her advice.

Need more information? Please contact your consultant or call us on 0808 171 2626 (between 8.00am and 7.00pm Monday – Friday).

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