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 manager - Ian Douglas - is on hand to guide you through our products, or help answer any general questions you have.
The End of Tax Year Planning webinar for Lyncombe advisers held on 8 February is now available to watch on demand.
Our latest webinar Are Bonds about to make a resurgence? held on Wednesday 9 March is now available to watch on demand.
Look out for more bespoke Lyncombe events coming your way.
We can produce bespoke marketing material to help you and your clients. Look at our other resources for ideas.
A 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:
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.
You can’t predict the future and now you don’t have to. Watch our video to find out how The Retirement Account could be the antidote to your clients’ uncertainty.
Learn moreCheck out our latest issue of Technical Eye, our adviser magazine that looks at issues around retirement planning, tax and estate planning and investment solutions.
Find out moreFind answers to commonly asked questions, helpful links, tools and contact details.
Award winning pre-sales technical help & guidance.