The Retirement Account - Funds

The Retirement Account is a pension and retirement solution designed specifically for its flexibility to adapt to client’s evolving needs.

A robust investment proposition which boasts a broad range of funds covering all the main asset classes together with the ability to auto-rebalance.

View the daily unit prices for The Retirement Account funds

Core Funds

  • Low cost, insured, ready-made, diversified funds Risk-Targeted and Risk-Managed multi-asset options
  • Investment expertise & governance through Canada Life Investments
  • Actives & Passives available

Governed Funds

  • Broad selection of active single & multi–asset insured funds
  • 11 single strategy passive portfolios from Vanguard
  • Independent governance from Square Mile Investment Consulting & Research & Canada Life
  • Well researched funds from established investment houses

Protected Fund

  • The Canlife Index Managed (80% protected) fund offers a degree of security from the ups and downs of the stock market

Fund Range and Investment Brochure

Retirement Account - At a glance

Retirement Account Technical Summary

Retirement Account - Investment fund summary

 

Useful links

The Retirement Account
The Retirement Account Core Funds 
The Retirement Account Governed Funds 
The Retirement Account Protected Funds
Related Documents

 

 

The value of investments may go down as well as up. Taking income or withdrawals in excess of fund growth may result in the fund running out quicker than expected. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Inflation will reduce how much the Fund is worth in real terms and inflation will reduce how much your income is worth over the years. It is essential to seek advice from a suitably qualified adviser. In respect of the Guaranteed Income, inflation may reduce how much your income is worth over the years.

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 and the Prudential Regulation Authority.