Summary: Might an annuity be something your client should consider? This box set covers important things a client needs to think about if they are considering buying an annuity. It showcases many of the areas an adviser can add real value to a client considering annuity purchase.
Any client who is considering purchasing a guaranteed income.
The box set covers topics including inflation, joint life, guarantees and health and lifestyle. It concludes with a case study to cement the clients learning and understanding. It’s ideal for prepping clients ahead of a meeting.
A guide to using your pension pot to provide a guaranteed retirement income for life by purchasing an annuity.
How can I maintain the real buying power of my annuity income?
A guide to using your pension pot to provide a guaranteed retirement income for life by purchasing an annuity.
How can I avoid getting poor value for money from my annuity if I die earlier than expected?
Could my current health and lifestyle mean I qualify for a higher annuity income?
Does my current pension policy include valuable income guarantees?
How do I get the best deal when buying an annuity?
An example of someone who might benefit from having a guaranteed income.
