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Retirement

MetLife helps your clients build a stronger future with innovative retirement solutions that balance flexibility, security and growth
 
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MetLife Retirement Portfolio

Retirement Portfolio

Your clients are ready to retire now. Or they're planning for their future. Whatever the case, MetLife can help secure their existing pension fund and offer potential for growth. With a flexible pension or a Guaranteed Drawdown from our portfolio, you can help your clients to enjoy life.

The ideal solution for the new retirement landscape
MetLife Trustee Retirement Portfolio

Trustee Retirement Portfolio

The Trustee Retirement Portfolio is a trustee investment plan designed to be held in a Self-Invested Personal Pension or a Small Self Administered Scheme. With it, your clients can enjoy both security and the potential for growth by retaining their existing SIPP or SSAS, as well as by taking advantage of our unique guarantees.

 
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For more about our funds
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For more about our guarantees
For more about MetLife's guarantees

Important information

  • The value of your clients’ investment, and any income taken from it, can go down as well as up and they may get back less than they invested.
  • The MetLife Secure Capital Option provides a guaranteed death benefit or amount at the end of a chosen term. If your clients switch out or cash in their investment before the end of this term, they will receive the underlying value of their investment.
  • The MetLife Secure Income Option provides a guaranteed level of income for life and death benefit. If your clients switch out or cash in their investment they will receive the underlying value of their investment.
  • Any payment a client asks MetLife to make from their policy to a Financial Adviser will reduce the value of their investment, and proportionately, any amounts guaranteed.
  • Although your clients can access their funds at any time, they should consider a MetLife ISA Portfolio / Investment Bond Portfolio as a medium to long-term investment, ideally five years or more.
  • Tax treatment depends on your clients individual circumstances and may be subject to change in the future, with or without notice.
 
 
 
 
 
 

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