Summary: Engage your clients and educate them about drawdown to help build their knowledge before they take their pension benefits.
This box set is for anyone approaching retirement who is considering drawdown as a way of taking some or all of their pension benefits.
This box set comprises 9 short chapters and covers important topics including flexibility, risk, death, dependents and tax. The box set showcases many of the areas an adviser can add value to a client considering drawdown to support their standard of living in retirement.
It takes around half an hour to view in total and concludes with a case study to cement the viewers learning and understanding.
A guide to using your pension pot to provide a flexible retirement income.
What do I need to consider when deciding the level of my FAD income?
What happens to my pension pot when I die?
How do I get the best product for me and my circumstances?
How will my lump sum be taxed?
How can I protect myself from pension and investment scams?
How might taking my pension pot impact me if I’m in debt?
How might taking my pension pot impact any means-tested state benefits?
An example of someone who might benefit from having a flexible income.
