Canada Life

Pre Retirement Planning

 

Canada Life provides solutions to suit your retirement needs. 

Guaranteed Retirement Plan

The Guaranteed Retirement Plan is designed for individuals looking to invest a lump sum of money in return for a guaranteed amount of income paid from a selected benefit date in the future (subject to normal retirement rules) and is payable for life. The minimum premium is £5,000, which can be made by individuals, employers and from a transfer from another registered pension scheme. Transfers can only be submitted via a professional adviser.

> Client Guide
> Key Features

Trustee Investment Plan

The Trustee Investment Plan is an investment plan designed specifically for the trustees of a registered pension scheme including: Self Invested Personal Pension (SIPP), Small Self Administered Scheme (SSAS) and Final Salary Occupational Pension Scheme. A Plan can be set-up with an initial single premium investment of £15,000 or greater. The Plan can accept additional single and/or regular premium investments on a monthly, quarterly, half yearly or yearly basis.

> Key Features