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The Retirement Account
A flexible pension for your changing needs
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 client guides to product brochures and key features.
Key Documents
The Retirement Account application form (DPN)
Third party contribution form
Employer contribution form
Agency application form
Final Salary scheme Transfers
Key features
Terms and conditions
Client brochure
Adviser guide
Investment fund summary (client)
Expression of wish
Suitability report
New guaranteed annuity application
New transfer payment application
Making regular contributions application
Fund switch form
The Retirement Account: At a glance
Investment options
Technical summary
Why choose the Retirement Account?
How it works
Adviser support
Adviser Learning zone
Meet the ican team
Award winning pre-sales technical help & guidance.
Webinars
Join our rolling programme of webinars to keep up with the latest industry developments and related subjects
Learn moreReport library
Access a range of reports related to retirement, saving and investment, home finance, protection and estate planning
Learn more