We have rebranded Retirement Advantage products as Canada Life. Visit our Retirement Account and Home Finance pages.
Advisers looking to use MyAccess should login to our Adviser Connect Portal.

More Adviser News


New adviser roadshows focus on delivering income in retirement

Canada Life is launching a new series of regional adviser roadshows headlined by leading industry commentator Tony Wickenden. Held in prestigious venues around the UK in September and October, the roadshows focus on ways to deliver high levels of tax free income in retirement using a range of product wrappers and utilising all available tax allowances.

Among other presentations, Tony Wickenden of Technical Connection will review the taxation of collectives and UK and offshore investment bonds, while contributions from Canada Life Investment’s Andrew Morris will focus on the state of play in the current markets.

Aston Goodey, Distribution Director at Canada Life, said:

“We’re delighted to be working with Tony Wickenden, who has years of experience and insight in the financial advice industry. These roadshows bring together industry experts and advisers to look at how holding wrapped and unwrapped investments can maximise the benefits for your clients.

“In uncertain times, how do you invest for a regular income through retirement whilst ensuring your client doesn’t pay unnecessary tax? The adoption of centralised investment solutions hosted through platforms has seen a substantial rise in assets being held in general investment accounts. In many cases this has now become the default option. Has this been at the expense of some fantastic, tax-efficient opportunities? Taking an inclusive approach to all the investment options and utilising the exceptional tax efficiency of bonds, ISAs and pensions, can make a massive difference to clients seeking both income and growth in their portfolio.”

The roadshows are being held at:

  • Edinburgh, 18 September
  • Manchester, 26 September
  • Stratford-upon-Avon, 3 October
  • Belfast, 4 October
  • London, 16 October
  • Guildford, 17 October
  • Bristol, 18 October

 

Register now

Categories

All News

Search Our News Archive

Archive

Register For Latest News Updates

Register Now

This website is for UK professional advisers only and is not approved for use by private customers.

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.