FOR ADVISERS ONLY
Excellent service and engagement
Getting your clients ready for drawdown
If they haven’t already chosen drawdown, your clients will get an engaging yearly update from us five years before their chosen retirement date.
It promotes the value of your services, and explains the key things your clients will want to discuss with you, including the risks and benefits of drawdown.
Keeping your clients engaged
Once your clients are flexibly accessing their savings, it’s important that they stay engaged with their pension, so they understand the impact taking an income could have on the rest of their savings.
Our shorter Income Release annual statements are packed with clear and colourful visuals and focus on the things customers tell us are important to them when they're flexibly accessing their savings.
Our dedicated teams
As well as keeping your clients engaged with clear and simple communications, our dedicated teams will engage with you on an ongoing basis and work in harmony with you and your business.
New Business Consultant
With a wealth of experience, you can trust your New Business Consultant to set up your client’s plan quickly and efficiently.
Sales Consultant
Your Royal London Sales Consultant will deliver
hands-on support – and make sure your business gets the support it needs.
Customer Service team
Our dedicated servicing teams are aligned to your business and just a phone call away if you or your client needs them.
Find out more
To find out more about the service and engagement you and your clients will receive, speak to your usual Royal London contact.