Future-proof your retirement proposition
Jeremy Martin discusses the Canada Life Retirement Account and the possible suitability for differing approaches to retirement.
Provide for your clients’ future needs today
You can’t predict the future and now you don’t have to
The Retirement Account safeguards your clients’ retirement journey. From accumulating and consolidating pension wealth right through to passing benefits to loved ones. It has all the benefits of drawdown with the added security of a guaranteed income.
All of this means you can reduce their financial risk in retirement, while also reducing risk to your business. You can simplify and streamline regular reviews and avoid awkward conversations further down the line as you seamlessly adapt your advice without incurring unnecessary charges.
Watch our short video to find out more.
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The changing shape of retirement
We’re living in a changing world of uncertainty where clients require a tailored approach to financial planning. Our carefully considered case studies will help you identify more flexible solutions, so you can put their needs first.
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The Retirement Account
Learn more about the product features and options available
2,000 funds
One integrated retirement solution
Retirement journeys eBook Series
Late Financial Bloomers
In our third eBook of the series we explore this growing group. Discover how you can use these insights to proactively engage with these clients and help grow your business.
Financially Mature, Stress Free
In our second eBook of the series we explore this group and how you can use these insights to start rethinking their retirement plans now to light up new opportunities.
Complex Finances, Complex Families
In our first eBook of the series we explore this growing group. Discover how you can use these insights to understand these clients needs and the opportunities these can bring to advisers.