The Retirement Account
A flexible pension for your changing needs
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
Third party contribution form
Employer contribution form
Agency application form
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?
Daily report – Canlife Index Managed (80% Protected)
Multi-Asset - Investment Approach and Fund Governance
How it works
Adviser support
Adviser Learning zone
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 moreFrequently Asked Questions
Next steps
Adviser support
Find answers to commonly asked questions, helpful links, tools and contact details.
Meet the ican team
Award winning pre-sales technical help & guidance.
Get in touch
Adviser support
The Retirement Account
0800 032 7689
Sales
0800 912 9945
Monday to Friday, 9am to 5pm