It's important that you only invest in the Fixed Term Retirement Plan if it meets your financial needs. You make all your choices at the start of the plan, so you need to be sure that it’s right for you before you tie up your pension fund. You must use your remaining pension fund to buy another retirement income product when the plan matures.
You can invest in a Fixed Term Retirement Plan:
Contact us to find out if your pension fund is suitable.
This plan may be suitable for you if you want to:
This plan may not be suitable for you if you want to:
You can transfer two types of pension fund into the Fixed Term Retirement Plan, funds that you have already taken benefits from and funds that you haven't taken benefits from. However you cannot have both fund types in the same plan, but you can set up separate plans.
Speak to your financial adviser or see our frequently asked questions for more information on the type of funds you can use.
You can only invest in a Fixed Term Retirement Plan through a financial adviser.
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For new policy enquiries please speak to your financial adviser. If you don't have an adviser, find one near you at http://www.unbiased.co.uk/.
If you are an existing customer, please call:
0845 301 6385
For our joint protection, telephone calls may be recorded and/or monitored.