New and improved annual statement for your Income Release clients

25 March 2019

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We’ve recently redesigned our annual statement to help us improve customer engagement and promote the value of your services.
Download a sample

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.

Our modern annual statement

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.

Supporting your client conversations

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.[1]

Our Drawdown Governance Service can give you the tools to plan, track and manage a sustainable level of income for your clients.

Find out more

If you have any questions about the new statements, please speak to your usual Royal London contact.


[1] Our Adviser Review Service can currently only be used with Income Release clients that aren’t taking a regular income from their plan.

Last updated: 27 Mar 2019

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.