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Pensions and Retirement

Retirement Account

A Flexible Personal Pension which allows your client to save through single or regular payments, transfer from another pension, and take income flexibly.

  • Your client can plan their unique pension journey
  • Your client can hold any combination of a wide range of investment options, including our PruFund range of funds and access to hundreds of collective funds within one pension
  • Offering a fully online solution
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Flexible Retirement Plan

Single product wrapper with a Personal Pension and integrated Self-Invested Personal Pension (SIPP) options.

  • Account style structure.
  • Extensive fund choice, plus some guarantee options on specific funds.
  • AMC discounts.
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Trustee Investment Plan

Single premium investment for trustees of UK registered Occupational Pension or Self-Invested Personal Pension (SIPP) schemes.

  • Multi-Asset Fund and guarantee options.
  • Investment term flexibility.
  • Full, partial and regular withdrawals.
  • Free Fund Switching.
  • Fund size discounts.
  • An additional 0.025% AMC discount available on plans of £250K or more.
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For UK Adviser Use Only - Not Approved For Use With Clients