What does Secure Retirement Income (SRI) cost?

There are charges to cover the administration of the Secure Retirement Income investment and to provide you with the benefits it provides. You can read about all of these charges in our Secure Retirement Income – charges guide. The information contained in this guide relates to Secure Retirement Income investment applications made on or after 7 January 2017.

To find out the charges that apply specifically to you, you can find details of these in your personal illustration.

If you have Secure Retirement Income investments that were applied for before 7 January 2017 the charges that apply to those investments may be different from our current terms. You can find the charges that apply to those investments in the Confirmation of your Secure Retirement Income investment statement we sent you when the investment was originally made. You can also find this statement in your Document Library.