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Scottish Widows: Modelling pension investments towards retirement

Pension news for financial advisers

27 Nov 2013

Scottish Widows Retirement Account offers a Governed Investment Strategy (GIS) for your clients who are looking for a low-cost and lower risk pension investment to see them through to retirement.

Robert Cochran, Scottish Widows Pensions Development Manager, will be hosting a CPD webcast on Thursday, 5 December, looking at how you can manage your clients existing business, whilst at the same time providing a secure income stream to enable delivery of ongoing advice and how Retirement Account can play a part.

Register now for Robert Cochran’s webcast

Benefits of GIS

  • A low-cost portfolio of funds and investments.
  • Starting with a Total Annual Fund Charge of just 0.1%, GIS includes lifestyle switching and uses the same funds as our popular Pension Investment Approaches, which have over £8bn* invested to date.
  • Ensures that your clients’ investments maintain an appropriate asset mix throughout the lifetime of their plans.
  • Saves you time and money.

An enhanced eCommerce experience

  • A simplified consent process – removing the need for a client signature on new business applications.
  • Retirement Account Comparison tool.
  • New policy reporting functionality which provides full fund performance and analysis data on your clients’ policies.
  • Extranet linking includuing a new service through Avelo.
  • Origo Options pensions transfer service.

*Figure correct as at 30/09/13

Retirement Account has contributed to Scottish Widows winning Professional Adviser ‘Best Personal Pension Provider Award’ for the second year running.

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