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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.

 

Answer your clients' what if questions 

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Future-proof your retirement proposition

Jeremy Martin discusses the Canada Life Retirement Account and the possible suitability for differing approaches to retirement.

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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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Useful Documents

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The Retirement Account

Learn more about the product features and options available 

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2,000 funds

One integrated retirement solution

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Retirement journeys eBook Series

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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.

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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. 

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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.  

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