Access

Income Release is available to clients aged 50 or above (55 from 6 April 2010) with a minimum of only £20,000 in their Pension Portfolio excluding any self-invested assets. As it’s an integrated feature of the Pension Portfolio, the existing charging structure and wide selection of investment options have been retained.

Affordable

Your clients can benefit from an AMC of just 0.7% a year, reduced to as low as 0.45% for funds in excess of £21,600, which makes this service one of the most competitive available on the market.

Flexible

Income Release allows your clients to access their pension benefits at a time and in a way that suits them. They can decide exactly how much they want to take out, either as a lump sum and/or as an income, and should they wish to do so, they can continue to make contributions even after they have started to take their benefits. And of course your client can do all this without having to retire.

Control

With Income Release, you are able to designate individual transfers as they come in, ensuring that each lump sum is paid out as quickly as possible.

Visible

Our online services give you 24-hour viewing access, allowing you to know exactly what is happening with your clients' plans at any time.

Reward

Whether your clients are accumulating or decumulating funds from within their pension, you, the adviser, stand to play a key role. And with commission payable at outset and on all future designations, you can be fairly rewarded for your advice too.

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