How long could your client need an income in retirement for? How much tax might they pay on a lump sum from their pension?

Our tools can help you delve into the detail and be used to explain more complex issues to clients.

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Did you see our Adviser Forums earlier this year?

We've converted the content into 12 bitesize video chapters so you can watch the topics you're most interested in.

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We're here to help you - from supporting you as you navigate your client's requirements to pro-actively managing quotes.

Call us today on 0345 302 2287

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From providing peace of mind with a guaranteed income that can be used either on its own or as part of a blended solution to releasing equity, we can help with your client's at-retirement solution.

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We've teamed up with Avail to offer you a free suitability report writing service.

We understand your time is precious, and so this provides everything you need for your retirement advice process, including complete product ranges, regulatory changes and drawdown reviews.

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Join the conversation

Whether it's background reading, customer facing material or forms that you can use directly with your client to make sure they don't miss any key information, here you'll find the full suite of our product literature.

If you would like direct access to the Retirement Health Form, simply click here.

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Why do we fear losses more than we value gains? Behavioural economics can help you understand why your clients sometimes act irrationally.

We'll help you identify what to look for - how to interpret signs and signals that are often sent subliminally. Why not start by taking our quick quiz to test your understanding?

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See what the industry is talking about with our latest news from the world of retirement.

From regulatory updates to recent pension scam stories, we have it covered in our news section.

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