Tavistock advisers have access to special terms for The Retirement Account. Here is your contact sheet with details of these terms.
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.
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 Tavistock to produce bespoke marketing support when required.
Our latest webinar for Tavistock advisers Later life advice & care fees planning held on 21 July is now available to watch on demand.
Look out for more bespoke Tavistock events coming your way.
The langcat’s latest podcast in Tom McPhail’s Financial Services Unplugged series features Andrew Tully and Paul Speight discussing the fairness (or otherwise!) of pension tax allowances, the state pension and the advice/guidance boundary.
The latest edition of Technical Eye, Canada Life’s adviser magazine, is now available. It focuses on tax considerations as we approach the start of a new tax year as well as minimising the excess lifetime allowance charge.Read now
Explaining pension and inheritance tax rules to clients can be difficult, depending on their level of financial knowledge. These videos can assist you in those conversations.
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’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 more
To assist you and your clients, we have put together an online hub which includes information relating to the registration of new and existing trusts before the 1st September 2022 deadline.Learn more
Find answers to commonly asked questions, helpful links, tools and contact details.