The Guaranteed Retirement Plan is designed for individuals looking to invest a lump sum of money in return for a guaranteed amount of income paid from a selected benefit date in the future (subject to normal retirement rules) and is payable for life. The minimum premium is £5,000, premiums can be accepted from individuals, employers or from a transfer from another registered pension scheme.

The Flexible Pension Bond is designed for individuals looking to invest a sum of money over the medium to long term. It provides the opportunity to link to a range of professionally managed internal and external funds managed by some of the UK’s major investment groups and boutiques. The Bond is designed to provide you with a cash sum with which to purchase retirement benefits.

The Trustee Investment Plan is a low cost ‘non-earmarked’ investment plan designed specifically for the trustees of a registered pension scheme including: Self Invested Personal Pension (SIPP), Small Self Administered Scheme (SSAS) and Final Salary Occupational Pension Scheme. A Plan can be set-up with an initial single premium investment of £15,000 or greater. The Plan can accept additional single and/or regular premium investments on a monthly, quarterly, half yearly or yearly basis. It has flexible withdrawal options.