• Offer more flexibility in retirement with drip feed drawdown.

  • Retirement Wealth Account

    You can top-up an existing Personal Pension for your clients and select investments from AXA Wealth's pension funds.

  • The Retirement Wealth Account offers:

    • Drip feed drawdown option
    • No minimum investment amount
    • Lots of choice, thanks to our wide range of funds
    • Automatic portfolio rebalancing, to save you and your clients time
    • No AXA charge for Fund switches*
    • Fund rebates applying where the total investment is £50,000 or more.

  • Range of options and services to suit you

    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:

    • Drip feed and flexi-access drawdown options
    • A lump sum (Uncrystillised Funds Pension Lump Sum)
    • An annuity
    • Or a combination of these

    You can agree with your client whether they want to pay:

    • An initial charge - either a fixed amount or a percentage of your client's contribution
    • A spread initial charge - either a fixed amount or a percentage of your client's annualised contribution on regular contributions only
    • An on-going charge - either a fixed amount or a percentage of your client's funds

    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.

    • Access historic and current fund prices and factsheets, as well as retirement planning and ISA calculators.
    • Create top-up illustrations for existing customers, by logging in to AXA Wealth
    • Switch funds, create valuations and manage accounts for existing clients, by logging in to Client Management

    View tools

  • Know more LightBlue

    Literature library

    View our range of Retirement Wealth Account guides and documents.

    Fund Factsheet dark blue

    Fund Information Centre

    Get fund prices, factsheets and KIIDs, without logging in.

    ExplainForClients dark blue

    Drip feed income drawdown

    Offer your clients a new way to access the right income at retirement.

  • Want to know more? Call us on 0345 129 9993
    Lines are open between 8.30am and 5.30pm, Monday to Friday.+
  • Please bear in mind

    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.