The Retirement Account Funds 1360X784

The Retirement Account funds

Choose how and where you invest your money with our extensive options.

Browse all the key documents for investing in The Retirement Account.

The Retirement Account - Investment Overview

Investment Fund Summary (for Customers) – Understand where and how your money is invested.

Fund Range and investment proposition (Adviser use only) – A summary of how The Retirement Account can provide choice, flexibility and a structure that is fluid enough to deal with the changing financial objectives of clients.

Over 2,000 funds, one integrated investment proposition (Adviser use only) – This infographic summarises our investment proposition of over 2,200 market leading funds and 60+ investment fund houses.

Canada Life Asset Management Funds – The Core Range

Our investment approach and fund governance (Adviser use only) – An overview of our approach to multi-asset investing, our investment beliefs, who these funds might be suitable for, and the governance process that presides over the fund range.

Canlife Risk-Targeted portfolios (Adviser use only) – A summary of how our risk-targeted portfolios work, and how they deliver ongoing suitability for clients’.

Canlife Diversified Monthly Income Fund (Adviser use only) – How the Canlife Diversified Monthly Income Fund can help create stable and steady income for investors.

Canlife Managed (0%-35% Shares) (Adviser use only) – An overview of our low volatility, diversified fund that aims for steady growth and income.

Multi-asset fund bucketing (Adviser use only) – A summary of multi-asset fund bucketing and how it can help with income drawdown strategy, which could protect your clients from sequencing risk.

Canlife Index Managed (80% Protected) (Adviser use only) – A summary of The Canlife Index Managed (80% Protected) fund and how it can protect against the ups and downs of the investment markets.

Canlife Brewin Dolphin Portfolios – The Core Range

Client Guide – A guide to how Brewin Dolphin’s award-winning Managed Portfolio Service can give you a flexible and dependable way to fund your retirement.

Adviser Guide – A guide to how Brewin Dolphin’s award-winning Managed Portfolio Service can give you a cost effective best-in-class retirement income solution for all types of client.

About investing

Centralised Retirement Proposition (Adviser use only) – The why, the what and the how of a Centralised Retirement Proposition (CRP).

The benefits of diversification (Adviser use only)– An overview of our asset classes and the benefits of diversification.

 

Looking for more information?

Explore The Retirement Account

What are the risks?

The value of your investment can go down as well as up and you may get back less than you invest. Tax rules depend on the type of investment and individual circumstances and may change.

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Find detailed information about our life and pension funds.

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View all funds

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Service & support

Ctas Default Product At A Glance Customer Support CTA 864X480

Customer support

Find answers to commonly asked questions, helpful links, tools and contact details.

Customer support
Ctas Default Product Adviser Resources Adviser Support CTA 864X480

Adviser support

Find answers to commonly asked questions, helpful links, tools and contact details.

Learn more
Your Investment Choices Cogworks Core Fund Range 432X240

Get in touch

Call customer services

0800 032 7690

or send an email

Or Adviser service

0800 032 7689

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Monday – Friday 9am to 5pm

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