Three fund ranges to choose from
The Retirement Account lets you build portfolios using any combination of funds in our Core, Governed and Extended ranges, with one simple charging structure. There are no restrictions on your fund choice and no charges for switching.
What is it?
Why use the Core Range?
• A low-cost, time-efficient solution • Simple options to suit nearly all clients with straightforward needs • Clear, logical structure so it’s easy to make the right choice
The Core Range draws on the expertise of Canada Life Investments to offer a simple, low-cost, set of insured multi- asset funds utilising both passive and active management styles that can align to a variety of risk profiles.
What is it?
Why use the Governed Range?
• A wider range of ‘best in class’ funds from established investment houses at competitive cost • An extra layer of confidence because funds are selected and assessed continuously through a robust governance process
The Governed Range is made up of a broad selection of well-researched single & multi–asset insured funds from established asset managers, ranging from specialist boutiques to leading global investment houses, all selected and governed in conjunction with external specialists Square Mile Investment Consulting and Research.
What is it?
Why use the Extended Range?
• For ultimate flexibility to select from a platform-style fund range where you can build investment strategies that align to your own model portfolios or centralised investment propositions • Extensive exposure to investment sectors and markets through direct investment in OEICS and Unit Trusts
The Extended Range has been created to offer choice and exposure across all investment sectors and markets through direct access to collective investments.
With one simple, flexible charging structure, award-winning technical support and service, all backed by the commitment and financial strength of Canada Life, The Retirement Account is built to last a lifetime, whatever your clients’ plans.
For more information call 0800 912 9945 or visit canadalife.co.uk/adviser
Telephone calls may be recorded for training and quality monitoring purposes. MGM Advantage Life Limited, trading as Canada Life, is a subsidiary of The Canada Life Group (U.K.) Limited. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales. Registered no. 08395855. Registered office: 6th Floor, 110 Cannon Street, London EC4N 6EU.
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