Retirement Income Service

If you're a pension provider, a financial services brand or a company who has a significant presence in the mature market, it's likely that you'll have a large number of customers who are approaching retirement. Our retirement income service can provide your customers with access to the benefits of both our annuity and income drawdown services. In doing so customers are able to consider their options across the range of products available to us.

Our services can be matched to your needs. They will not only provide your customers with a great result, but also offer you an additional service and commercial opportunity.

Benefits to you

  • An additional, income generating service offering that can be white labelled to suit your objectives.
  • A multi-channel approach that can be integrated with, or complementary to, your existing operations.
  • We will take regulatory responsibility for the customer journey.

Features of the service

  • Offers drawdown, annuities or a combination of these as appropriate.
  • We operate a phone and online service, where customers are taken through the options specifically relating to their needs, and are helped through the end to end process.
  • Our supporting online service provides a comprehensive explanation of the choices available in retirement, as well as tools to support the education and decision process.

Benefits to the customer

  • They receive all the information they need to fully understand the options available to help make informed decisions.
  • Our service is designed to help the customer receive the best possible outcome for their specific situation.
  • Full end to end support, both online and with a named contact in our UK based call centre.

Commercial details

We operate a range of commercial solutions dependent on a partner's specific objectives.

Please contact us to discuss your requirements.