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Learning Zone

Within the next 10 years the UK population of state pension age will reach over 12 million people. But many of these will reach retirement without sufficient money saved into their pensions to afford the retirement that they always looked forward to.  

To ensure you can help clients make the most of the assets they have, you need to strive to stay ahead of this growing market. This zone provides a wide range of information on the market and the customers who are looking to advisers to help them with their retirement income needs.

The Learning Zone will help you by providing:

  • A TV channel which provides films covering a wide range of issues.
  • Relevant and accurate information to consider the most appropriate product choices. 
  • A variety of case studies illustrating some typical enhanced annuity and equity release customer scenarios.
  • A comprehensive encyclopaedia of retirement and medical underwriting terms.

The tools and calculators are designed to help you understand some of the issues when engaging in retirement market advice.
As an adviser, you should still follow your own compliance processes and procedures.

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