Registration
Gain access to our Adviser portal
The Retirement Account Online Dashboard helps you to: 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.
The Retirement Account is entirely flexible to suit your client needs. The product can accommodate a wide range of scenarios, some of which are not available via the Dashboard, in which case you will need to contact us directly in order to arrange a quote.
Gain access to our Adviser portal
Support for Advisers
Are you an existing member?