We have rebranded Retirement Advantage products as Canada Life. Visit our Retirement Account and Home Finance pages.
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The Retirement Account - Drawdown

The Retirement Account offers a diverse range of funds conveniently graded by risk, so you can build a portfolio to suit most retirees with ease. The range includes active, passive and protected options, including a set of risk-targeted funds which consistently track a chosen Dynamic Planner (DT) rating.

Funds are selected for their ability to meet agreed investment objectives, value for money, investment performance and to help protect retirees from the risks associated with investing while drawing an income in retirement. A strict governance process exists which means advisers can be confident in the quality and ongoing management of the funds.

The Retirement Account allows any combination of pension savings (uncrystallised funds), Pension Drawdown, Guaranteed Annuity and cash, all held in a tax-advantaged drawdown wrapper.

The Retirement Account Overview

Fund Range & Investment Proposition

Canada Life Investments Risk Targeted Funds

Canlife TRA Managed (0% - 35% Shares) Fund

The Protected Index Portfolio Overview

A Natural Home for Final Salary Scheme Transfers

Sequence of
Returns Risk

Technical
Summary

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.