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.
Register for a webinar, and look out for bespoke Tavistock events coming your way.
Find out the need for an expansion of the advisory relationship beyond the primary client, as well as discover our range of educational material to help you with future conversations.
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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.
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
Check 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 more
Find answers to commonly asked questions, helpful links, tools and contact details.