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You can top-up an existing Personal Pension for your clients and select investments from AXA Wealth's pension funds.
Once they reach 55 (or earlier in the case of ill health) your client can withdraw money from their plan in full or in stages. You can help them to choose:
You can agree with your client whether they want to pay:
Your client can also agree an ad-hoc, one-off charge for a fixed amount. To find out more about adviser charges, read our
RWA Charges Guide.
It's simple and easy to manage your clients' investments using our online tools and services.
View our range of Retirement Wealth Account guides and documents.
Get fund prices, factsheets and KIIDs, without logging in.
Offer your clients a new way to access the right income at retirement.
The value of your client's investment can go down as well as up and is not guaranteed, which means your client could get back less than they originally paid in. Tax and legislation are likely to change in the future, and the information above is based on our interpretation of current law and HMRC rules. The value of any tax benefits will depend on your client's personal circumstances.
* We reserve the right to introduce a charge in certain circumstances, as outlined in the Terms and Conditions
+ We sometimes record telephone calls to help with training, service and security.