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Quickly and easily manage all your clients' investments in one place:
We also have a comprehensive range of retirement income options including regular drawdown.
Download our guideDownload terms and conditions
What investments are available through the Pension Investment Account?
We offer over 5,000 funds from more than 150 fund management groups. We also provide access to a wide range of other investments including exchange-traded funds (ETFs), Investment Trusts and directly held shares.
As more clients seek to phase their retirement our Regular Drawdown option could be a good way of providing a tax efficient income.
Our Regular Drawdown option is fully automated and online, so you can set-up a regular income for clients. Each withdrawal can be tax-free cash or the right mix of tax-free cash and taxable income to suit their circumstances.
Elevate Regular Drawdown allows you to:
The 'PIA Income Summary'- aid clients with their income and retirement planning
The PIA Income Summary provides an overview of your clients' drawdown arrangements and the income being paid. Letting you see the before and after effect of a one-off income payment or any changes that you make to regular income from a drawdown arrangement.
As a downloadable report, it helps you show your clients what their pension may be worth in the future, with fund projections based on their choices and comparative lifetime annuity figures to help illustrate the effect of income being taken.
Retirement LifePlanning calculator
Our quick and easy tool helps clients visualise what their potential future income could be.
Is this Pension Investment Account protected?
Yes, it is protected under the Financial Services Compensation Scheme (FSCS). This means that if we were unable to pay claims / benefits because of financial difficulties, your client may be able to make a claim with the FSCS if they are eligible. There are limitations to the amount of your client's investment that is protected.
More about the FSCS
Our pricing structure has been built on simplicity, so our charges are clear, simple and transparent.
We offer a range of product wrappers allowing you to review and manage your clients' investments all in one place.
Manage your clients' portfolios quickly and easily using our tools or get an illustration.