The key to marketing annuities is all about finding the right clients at the right time, and with the number of people reaching retirement set to rise significantly over the forseeable future (click on the chart to the left for more details), there's never been a better time to get involved in the market.

The period in which a client can make their mind up about their retirement income can be constrained by their expected retirement date and their pension providers' pre-retirement processes. 

So it’s important to stay on top of this to ensure that you don’t miss out on opportunities as they arise.

What to look out for 

It’s important that you are at the front of your client's mind when they are considering their options for retirement:

• Scan your client base regularly for client's who are between the ages of 60 and 65.
• It’s worth contacting them at least once a year to remind them of the services that you can offer as they approach retirement.

Useful links

Free guides and sample marketing material
Calculate how profitable annuity advice could be for your business
Learn more about retirement issues