Welcome
Hello. So you want to include Secure Lifetime Income and Fixed Term Investment, our solutions that provide guaranteed outcomes within a trust-based personal pension in your retirement proposition. That’s great. Whether you’re an adviser or paraplanner, here you’ll find an array of resources to help you advise, plan and purchase Secure Lifetime Income and Fixed Term Investment alongside your clients’ drawdown portfolios.
We'll be adding new useful content to this site regularly, if you need a helping hand our expert Investment Solutions dedicated support team are just an email or call away.
Secure Lifetime Income
Our Secure Lifetime Income solution innovatively delivers a guaranteed income producing asset which can optimise drawdown portfolios when included within a trust-based personal pension to improve client outcomes in a wide variety of circumstances. Here’s some information to help you understand how it can help you and your clients.
Enhancing your propositions
Improving client outcomes
Managing retirement risks
Benefits for your firm
Fixed Term Investment
Our new innovative solution provides guaranteed income and/or capital growth at maturity for a fixed-term, helping clients meet their objectives with certainty. Available on Fundment.
Enhancing your propositions
How Fixed Term Investment works
Discover how our Fixed Term Investment solution can be used to solve key challenges and see how easy we’ve made it for you to transact with us.
Fixed Term Investment Client Scenarios
Our scenarios are designed to help you understand the role Fixed Term Investment could play in your clients' retirement planning.
You might also like
Watch on demand
Retirecast webcast series
From initial planning to cashflow modelling, Retirecast explores the key stages of a robust retirement advice process. Each discussion-led episode looks at practical ways to:
- Meet business and regulatory requirements
- Support a robust retirement process
- Reflect on findings from the Retirement Income Advice Review and explore key next steps
Transforming retirement income
Sign up to watch our fast-paced videocast session 'Transforming retirement income'. In under 15 minutes, Martin Lines explores:
- crucial themes to consider for clients navigating the complexities of transitioning from accumulation to decumulation and their retirement plans.
- how blending Secure Lifetime Income alongside investment portfolios can help you provide the solutions.