Retirement Account Resources

Please note, The Retirement Account is closed to new customers.

A flexible personal pension plan that can be adapted to suit your changing needs. Whether you’re working, close to retirement or already retired. The Retirement Account is simple, low-cost and lets you bring all your pension pots together under one simple plan. As you enter retirement, you can choose to take a guaranteed income, pension drawdown or a combination of both.

All the documents you need in one place. From forms and customer guides to product brochures and key features.

Key Documents

Investment options

Investment Fund Summary

New guaranteed annuity application

Making regular contributions application

Employer contribution form

Please note, The Retirement Account is closed to new customers.

Document Library

Frequently asked questions