Flexible Transitions Account
Our flagship SIPP product, offers all the flexibility your clients could possibly need.
Why Flexible Transitions?
Society is changing. With every medical and technological breakthrough, we’re living longer and more complex lives. And as the world around us changes, our aspirations are changing too.
The Flexible Transitions Account is a 3D retirement plan; delivering ultimate versatility to help meet your clients’ changing needs, and the needs of the people who matter most to them - for the rest of their lives.
A single plan for clients who are:
- looking to accumulate money in their pension fund through single and / or regular contributions
- wanting to consolidate existing pensions into one plan to make management simpler
- wanting to access a lump sum from their funds without taking an income
- wanting to take retirement income from their funds but not be restricted by an annuity
Making things simpler for advisers
- The plan is also designed to benefit you, the adviser. Saving you time and helping to manage the risk from giving investment advice to your clients
- Support with fund selection, fund recommendations and ongoing suitability requirements, we aim to help relieve you of some of the pressure exerted by clients and the FSA alike
To find out more visit our related literature or call us and we'll be happy to help.