Your terms
Lyncombe advisers have access to special terms for The Retirement Account. Here is your contact sheet with details of these terms.
Welcome to our dedicated page for Lyncombe advisers
We are delighted to offer you special rates on The Retirement Account - an efficient and effective way to structure your clients’ finances both pre and during retirement. You can also access our technical and investment specialists with your questions at any time.
Lyncombe advisers have access to special terms for The Retirement Account. Here is your contact sheet with details of these terms.
You have direct access to our market leading technical team for help on all retirement, estate planning, offshore, tax and trust questions.
Our analysts at Canada Life Asset Management are happy to answer any investment or macro economic questions you have.
As well as having access to special terms and our technical specialists, you have your own dedicated account manager, access to exclusive events, and we can work with Wren Sterling to produce bespoke marketing support when required.
Your account managers - Natalia Cajzer and Martin Chester - are on hand to guide you through our products, or help answer any general questions you have.
We provide information to help you in our ican academy. There is a range of technical content and training materials including webinars, podcasts and guides.
You can now find our continuing professional development content and award-winning technical support in our new ican academy. All in one place.
Explore ican academyWatch our structured CPD qualifying webinar to find out about our flexible reversionary trusts designed to reduce your clients’ potential IHT liability.
Watch the webinarThe langcat's podcast in Tom McPhail's Financial Services Unplugged series discusses the fairness (or otherwise) of pension tax allowances, the state pension and the advice/guidance boundary.
Listen nowOur new video demonstrates how you can increase the probability of your clients' income lasting, while still keeping them invested for growth and income.
Watch nowA flexible personal pension plan that can be adapted to suit your clients’ changing needs. Whether they’re working, close to retirement or already retired, The Retirement Account is simple, low-cost and lets you bring all their pension pots together under one simple plan. As they enter retirement, they can choose to take a guaranteed income, pension drawdown or a combination of both, flexibly moving between them if required.
The Retirement Account Dashboard saves you time and administration costs. You can create quotes, apply online and track progress, set up funds to auto-rebalance, look up the value of your client’s investments, use our phased drawdown facility, buy, sell, switch investments, access our Fund Research Centre and more.
Here are some useful ‘How to’ guides to help you carry out key activities:
Currently unavailable
We have a wealth of information and support to help you protect the longer-term interests of your clients, and de-risk your business.
Choosing a provider and conducting due diligence can be onerous. Here is everything you need to know about Canada Life in one guide.
Find the documents and forms you need in our searchable document library.
You can manage your clients’ policies simply and easily using our online capability. You can also access our business checklist for helpful links and contacts when submitting new business.
Find answers to commonly asked questions, helpful links, tools and contact details.
Award winning pre-sales technical help & guidance.