The Retirement Account – Pension Consolidation

The Retirement Account is a solution built with flexibility at its core. Clients can use it to consolidate pension funds, make contributions, accumulate pension savings, manage tax and seamlessly move into drawdown or buy guaranteed income when they’re ready.

Pre-retirement, clients can use The Retirement Account to consolidate pensions, including defined benefit and defined contribution schemes, and invest their uncrystallised savings. Consolidation allows clients to make contributions, conveniently house their pensions under one roof, save on costs, and ensure their investments remain appropriate to their personal circumstances.

Reasons why The Retirement Account is beneficial for pension consolidation:

  • A seamless pension solution built for life
  • Guaranteed income – alongside drawdown flexibility
  • Wide investment choice with two distinct ranges
  • One simple, competitive charging structure
  • Award winning service and technical support
  • Canada Life financial strength and market commitment

      6 good reasons to consolidate

The Retirement Account - Benefits of Re-balancing

Minimise tax liability for beneficiaries

The Retirement Account Customer Brochure

The Retirement Account Adviser Brochure

Fund Range & Investment Proposition

The Retirement Account Technical Summary

The Retirement Account - At a glance

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.