Combining the best of technology with human reassurance
Sometimes serving smaller clients is no longer right for your business, or them. Now you can confidently move them to a service that could suit them better.
- It’s getting harder to serve clients with investable assets below £150k. Half of advice firms have withdrawn services for up to 17% of clients (2025 Advice Gap report, the lang cat).
- Now you can introduce them to Destination Retirement. We help clients with straightforward investment needs that need help to and through retirement.
- This isn’t a like-for-like. We don’t provide the complexity of advice you do.
- It’s our retirement expertise, digital capability and ongoing human reassurance that sets us apart.
- Once set up, it takes minutes to refer a client. We pay you for completed client transfers. You reduce risk, improve business efficiency and ensure your clients are in safe hands.
- We know jettisoning AUM is not easy. But we help you address a real business threat TODAY, while you’re investing in tech and redesigning your service/ proposition.
The easy-to-use savings, retirement planning and advice service
Save for the future
Clients can transfer ISA, pension, and other savings to us, investing in one of our ready-made investment portfolios. And they can self-serve or take financial advice.
Personalised retirement plan
They can create a plan, adding details of savings, pensions and other assets, set retirement goals and explore different potential outcomes.
Put their plan into action
To start accessing their retirement savings they can self-select income drawdown and annuities, or use our regulated Retirement Income Advice service.