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Whether a client is looking to build a retirement fund or they're approaching retirement, discover how our range of pension products can help. 

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Our tax-efficient stocks and shares ISA is suitable for medium to long-term investment of at least five years or more.

General Investment Account

Our GIA complements your clients’ existing portfolios and offers around 5,000 investment opportunities.


An investment bond is generally considered a medium to long-term investment of at least five years.


Setting an investment up in trust can be used as a key tool for the management of capital gains and inheritance tax planning.

The value of investments can fall as well as rise, and clients may get back less than they invest. Your clients should be prepared to hold the investments for at least five years – ideally longer.

The favourable tax treatment of ISAs may not be maintained in the future and is subject to change.  The benefit of the tax treatment depends on individual circumstances.