At Royal London, we know that no two clients are the same.
That’s why we’ve packed our personal pension full of flexibility. So you can tailor each plan to your clients’ individual needs. We call it Pension Portfolio.
We believe that having the right tools to hand can make things easier which can save time, reduce paperwork and drive down costs. So when you work with us, you’ll gain access to a range of online tools to help manage your client’s pension so you can oversee everything and make sure it’s performing as you expect.
Financial planning tool
Stress test your clients’ financial plans and compile a complete picture of their different sources of income.
Client review service
Create three types of reports with your own branding to show clients how their plan is performing.
Drawdown governance service
Monitor your drawdown clients’ income sustainability, so you can make sure things stay on track.
If you’ve got clients with older pensions, now could be a good time to review their existing plans. By doing so, you’ll be ensuring they’re achieving the best possible outcomes. It’s also an opportunity for you to generate additional income for your business.
Generating new business opportunities when you can't use your usual methods is challenging and it limits the conversations you can have. But what if those opportunities for new business already exist with your current clients?
View the benefits of pension switching
Please note: Pension switching may not be suitable for all your clients. For example, if they're part of an employer's pension scheme, a Final Salary scheme or their existing plans have any guarantees or enhanced tax-free cash, transferring into a new plan may not be in their best interests.
We’re always looking for ways to improve processes to make it even easier for you to do business with us. As well as offering you clever tools to help reduce your administration and improve the client experience, we’ve also made it easier for you to submit applications online. You can use our personal pension online form to upload and securely submit personal pension application forms, when it's not possible to get a wet signature from your client.