The new statement was issued to Pension Portfolio and workplace customers in 2018. And now we have a version ready for those clients using Income Release.
We’ve worked with real pension savers to design our new yearly update. It’s packed with clear and colourful visuals – and pulls out the key things customers tell us are important to them.
This new communication can be used alongside some of our existing tools and services to help support and enrich your ongoing client conversations.
Our Adviser Review Service can help you start a deeper discussion around the performance of their plan – and their outlook for the future.
Our Drawdown Governance Service can give you the tools to plan, track and manage a sustainable level of income for your clients.
If you have any questions about the new statements, please speak to your usual Royal London contact.
 Our Adviser Review Service can currently only be used with Income Release clients that aren’t taking a regular income from their plan.