One Retirement gives you and your clients an easy-to-use online solution, managed from a single account that can be adapted to suit your clients' needs, giving them a choice around how to take their retirement income.
Transparent charging structure
Your clients will be able to see exactly what they’re paying for and won’t pay a yearly charge on assets over £250,000. See our charges guide for more detailed information.
The value of an investment can fall as well as rise and isn’t guaranteed. Your client could get back less than they invest.
Tools to help you and your clients
One Retirement’s digital experience offers efficient online services and easy to use, integrated tools and reporting.
- Save time with our signature-free straight-through-processing for transactions including new business applications, withdrawals and trading.
- For your convenience, our online services are available 24 hours a day.
- Use Report Zone to benefit from valuable and efficient management reporting that helps you identify opportunities, keep track of business and demonstrate the value of your advice. You can find out more about using Report Zone here.
- With client access, your clients will be able to view all of their transactions, account values, and projections of what they might get back when they retire. They'll also be able to trade online.