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Annuity Trustees Recommendation form Download Annuity Trustees Recommendation form Document is client facing
Common Quotation From Download Common Quotation From Document is client facing
Core Range - fund information sheet Download Core Range - fund information sheet Document is client facing
Death benefit payment authority form Download Death benefit payment authority form Document is client facing
Death Benefit Questionnaire Download Death Benefit Questionnaire Document is client facing
Drawdown Strategies Report Download Drawdown Strategies Report
Fee facilitation form Download Fee facilitation form Document is client facing
Fund authority form - customer to adviser Download Fund authority form - customer to adviser Document is client facing
Governed Range - fund information sheet Download Governed Range - fund information sheet Document is client facing
Lifetime Allowance Declaration – Age 75 Download Lifetime Allowance Declaration – Age 75 Document is client facing
Open Market Option and your choices at retirement Download Open Market Option and your choices at retirement Document is client facing
Pension death benefits factsheet Download Pension death benefits factsheet
Phased Drawdown - The Retirement Account Download Phased Drawdown - The Retirement Account
Request for settlement of a claim Download Request for settlement of a claim Document is client facing
Retirement Account - Canlife Index Managed (80% Protected) Fund - Customer brochure Download Retirement Account - Canlife Index Managed (80% Protected) Fund - Customer brochure
Retirement Account - How the Canlife Index Managed (80% Protected Fund) works Download Retirement Account - How the Canlife Index Managed (80% Protected Fund) works
Retirement Account - Overview brochure for advisers Download Retirement Account - Overview brochure for advisers
Retirement Account - Pension Consolidation - 6 good reasons to use Download Retirement Account - Pension Consolidation - 6 good reasons to use
Retirement Account A natural home for final salary scheme transfers Download Retirement Account A natural home for final salary scheme transfers
Retirement Account Adviser fees authorisation form Download Retirement Account Adviser fees authorisation form Document is client facing
Retirement Account Application Form Download Retirement Account Application Form Document is client facing
Retirement Account Application Form for GA Purchase Download Retirement Account Application Form for GA Purchase Document is client facing
Retirement Account Application form for new transfer payments into your existing account Download Retirement Account Application form for new transfer payments into your existing account Document is client facing
Retirement Account Application Form for Starting Contributions Download Retirement Account Application Form for Starting Contributions Document is client facing
Retirement Account Canada Life Investments risk targeted funds Download Retirement Account Canada Life Investments risk targeted funds
Retirement Account Canlife Index Managed (80% Protected) - About the protection Download Retirement Account Canlife Index Managed (80% Protected) - About the protection
Retirement Account Canlife Index Managed (80% Protected) - Adviser Guide Download Retirement Account Canlife Index Managed (80% Protected) - Adviser Guide
Retirement Account Canlife Index Managed (80% Protected) Fund - Daily Report Download Retirement Account Canlife Index Managed (80% Protected) Fund - Daily Report Document is client facing
Retirement Account Canlife Managed (0%-35% Shares) fund Download Retirement Account Canlife Managed (0%-35% Shares) fund
Retirement Account Customer Brochure Download Retirement Account Customer Brochure Document is client facing
Retirement Account Data Protection Notice Download Retirement Account Data Protection Notice Document is client facing
Retirement Account Death benefit payment authority Download Retirement Account Death benefit payment authority Document is client facing
Retirement Account Death benefit questionnaire Download Retirement Account Death benefit questionnaire Document is client facing
Retirement Account Death benefits factsheet Download Retirement Account Death benefits factsheet
Retirement Account Declaration of receiving scheme transfer form Download Retirement Account Declaration of receiving scheme transfer form Document is client facing
Retirement Account Direct Debit Mandate Download Retirement Account Direct Debit Mandate Document is client facing
Retirement Account Employer Contribution Form Download Retirement Account Employer Contribution Form
Retirement Account Expression of wish Download Retirement Account Expression of wish Document is client facing
Retirement Account Fund range and investment proposition Download Retirement Account Fund range and investment proposition
Retirement Account Fund Switch Form Download Retirement Account Fund Switch Form Document is client facing
Retirement Account Guaranteed income with flexibility Download Retirement Account Guaranteed income with flexibility
Retirement Account Important note for beneficiaries Download Retirement Account Important note for beneficiaries Document is client facing
Retirement Account Intermediary remuneration options Download Retirement Account Intermediary remuneration options
Retirement Account Investment Fund Summary Download Retirement Account Investment Fund Summary Document is client facing
Retirement Account It’s not all about the rate sales aid Download Retirement Account It’s not all about the rate sales aid
Retirement Account Key Features Download Retirement Account Key Features Document is client facing
Retirement Account leaving a legacy for loved ones Download Retirement Account leaving a legacy for loved ones
Retirement Account Lifetime Allowance Form Download Retirement Account Lifetime Allowance Form Document is client facing
Retirement Account Minimise tax liability for beneficiaries on your death Download Retirement Account Minimise tax liability for beneficiaries on your death
Retirement Account Rebalancing - the case for discipline Download Retirement Account Rebalancing - the case for discipline
Retirement Account Request for settlement of a claim Download Retirement Account Request for settlement of a claim Document is client facing
Retirement Account Right to cancel Download Retirement Account Right to cancel Document is client facing
Retirement Account Sequence of returns risk Download Retirement Account Sequence of returns risk
Retirement Account Suitability paragraphs Download Retirement Account Suitability paragraphs
Retirement Account Summary sales aid Download Retirement Account Summary sales aid
Retirement Account Technical summary Download Retirement Account Technical summary Document is client facing
Retirement Account Terms and conditions Download Retirement Account Terms and conditions Document is client facing
Retirement Account The lifetime allowance Download Retirement Account The lifetime allowance
Retirement Account Third Party Contribution Form Download Retirement Account Third Party Contribution Form
Retirement Account Transfer receiving provider declaration form Download Retirement Account Transfer receiving provider declaration form
Retirement Account Transfer request form Download Retirement Account Transfer request form Document is client facing
Retirement Account Vs Traditional Lifetime Annuity Download Retirement Account Vs Traditional Lifetime Annuity
Smoker verification form Download Smoker verification form Document is client facing
The lifetime allowance and benefit crystallisation events fact sheet Download The lifetime allowance and benefit crystallisation events fact sheet
The money purchase annual allowance Download The money purchase annual allowance
Verification of identity Download Verification of identity Document is client facing

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Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority.