The only awards recognising the outstanding efforts our financial services industry goes to to support their clients in vulnerable circumstances. Accepting entries until 30 June 2023.
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The only awards recognising the outstanding efforts our financial services industry goes to to support their clients in vulnerable circumstances. Accepting entries until 30 June 2023.
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Explore how a new asset class could improve the outcomes you deliver for at or in-retirement clients.
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Explore how a new asset class could improve the outcomes you deliver for at or in-retirement clients.
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In this scenario, Geoff needs £16,000 pa income, adjusted for inflation. Read about how his portfolio could be constructed to provide a better outcome in retirement. Find out more about Geoff here.
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In this scenario, Geoff needs £16,000 pa income, adjusted for inflation. Read about how his portfolio could be constructed to provide a better outcome in retirement. Find out more about Geoff here.
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Grab a coffee and tune into three unmissable episodes of 'Retirement portfolios - time for a more sustainable approach?'.
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Grab a coffee and tune into three unmissable episodes of 'Retirement portfolios - time for a more sustainable approach?'.
Watch now
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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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 class.
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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 class.
Watch now
Designed to help you identify the most appropriate solutions for your clients as you advise them throughout their retirement journey.
How long could they need an income in retirement for? How much tax might they pay on a lump sum from their pension?
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Designed to help you identify the most appropriate solutions for your clients as you advise them throughout their retirement journey.
How long could they need an income in retirement for? How much tax might they pay on a lump sum from their pension?
Learn more >
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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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.
Learn More
The tenth edition of a research series dating back to 2012 that sheds light on how the over-45s think and feel about later life social care.
This year we investigated the impacts of care planning. Read the report.
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The tenth edition of a research series dating back to 2012 that sheds light on how the over-45s think and feel about later life social care.
This year we investigated the impacts of care planning. Read the report.
Learn More
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.
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.