Our new groundbreaking retirement income solution enables you to offer clients guaranteed income for life within a SIPP, where you do business - on platform.

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Free interactive, customer vulnerability training produced by SOLLA and Just. 

The FCA identified the tool as an example of good practice in their latest vulnerability paper, GC 19/3. 

Use it to benchmark and boost your knowledge.

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Our transformed lifetime mortgage features servicing interest, % cashbacks and drawdown across all LTVs. Making it easier to design the right solutions for more of your clients now and as they change in the future.

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New analysis suggests that partial annuitisation could improve income sustainability in drawdown.

And, this strategy could also increase any legacy payable on death.

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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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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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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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