Customer Guide A customer guide to the product, how it works, the benefits and risks.
Key Features Document and Terms and Conditions
The Key Features and additional detailed information about the Trustee Cash Account.
Due Diligence document
An information pack about Assured Retirement, our Trustee Cash Account and the financial backing that supports our product.
Trustee Cash Account Application Form
Please use the attached application form.
Are all of your cash savings protected?
A summary of how we invest your cash and how the FSCS protects these investments.
Case Study – Using the Trustee Cash Account to de-risk drawdown
A case study showing how the Trustee Cash Account could be used to provide secure income as a low risk part of a larger drawdown portfolio.
Financial Services Compensation Scheme
A guide to how the Financial Services Compensation Scheme Protects your money.
Terms of Business Agreement
Our terms of business for financial advisory firms.
