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Invest in life with IncomeSelect

Retirement shouldn’t be complicated. It should be about your clients having easy and flexible access to their savings, being able to benefit from the pension freedoms, and making the most of the tax advantages available.

Our retirement proposition, IncomeSelect, is designed to help you create and manage individual retirement strategies for your clients, to do just that.

From our award-winning Collective Retirement Account, that offers nine different ways to withdraw retirement income, to our Generation Portfolios, an ‘at retirement’ investment solution designed to deliver growth and help guard against inflation, you have all the components you need. Plus a sophisticated tool – Retirement Income Explorer – to define and articulate your clients’ unique retirement and legacy plans.

Redefining Retirement planning

Retirement planning

Watch our video to find out how we think retirement planning is being redefined and how our new retirement proposition can support you.

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IncomeSelect

IncomeSelect

All the elements you need to create and manage unique retirement strategies.

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Retirement Advice Blueprint

Retirement Advice Blueprint

Suggested steps you can adopt to provide robust retirement advice.

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Modelling and reviewing income

Modelling and reviewing income

Sophisticated tools for planning your clients’ income before and during retirement.

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Investing for income

Investing for income

A wide fund range offering freedom, quality, and retirement-specific solutions, all with one platform charge.

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Withdrawing income

Withdrawing income

The widest range of income options in the UK market through our award-winning products and platform.

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Your advice mattersYOUR ADVICE MATTERS

If you haven’t already, be sure to check out our webpage dedicated to supporting you following the pension reforms. It houses invaluable resources like retirement research and insight, access to our Powering Financial Planning hub with case studies and videos, and ways for you to benefit from our expanding specialist sales team.

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Your clients investment may fall or rise in value and they may not get back what they put in.

 

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