Video: Balancing income and risk

Catch ground-breaking insight from Oxford Risk's white paper, 'Guaranteed income and investment risk: How much of each?'.

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... because this guaranteed income producing asset could help improve your clients' drawdown SIPP portfolio performance in a wide variety of circumstances.  

 

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See how a guaranteed income producing asset could produce better client outcomes in a range of scenarios.

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Our on and off platform guaranteed income solutions are designed to give your clients an income which is guaranteed for as long as they live. 

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Abraham Okusanya, CEO of Timeline and Peter Ellis, Secure Lifetime Income Director, Just, discuss rethinking guaranteed income as a new asset.

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We've worked with SOLLA to update the vulnerability online training module.

It's free, interactive and includes new sections concerning the FCA's expectations on vulnerability and the Consumer Duty. 

Use it to benchmark and boost your knowledge.

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This year's Care Report sheds light on advisers' instrumental role in care planning. Find out how they're making a difference for individuals and their families.

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Our green mortgage discount is available to more clients. Now expanded to homes with EPC rating of C or above and available across the entire Just For You Lifetime Mortgage range.

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With Just For You Lifetime Mortgage medical underwriting, six in 10 people could borrow more, or get a better interest rate to reduce their borrowing costs. And you can deliver a personalised, tailored solution to every client.

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Use this handy guide to find out about our criteria on property type, location, value, condition and much more.

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Provide personalised annuity rates for your clients by completing The Retirement Health Form.

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