A new era for Retirement Income Advice
Introducing a brand new webinar series with a host of expert guests, giving you in-depth knowledge and insight to key retirement advice principles.
In these sessions, we’ll share six key steps in the advice process. They represent the main areas that can help you to demonstrate that your clients’ needs, goals and aspirations have been clearly planned for. And we’ll take into account all of the various scenarios and risks that are associated with the retirement journey.
There’s also the option to learn about Secure Lifetime Income - the future for clients seeking an element of secure income in retirement. Secure Lifetime Income is a SIPP-based guaranteed income solution, aligned and integrated with modern product and adviser operating methodologies. Register for the upcoming session.
NEW: Secure Lifetime Income (SLI)
See how this new solution works within your chosen SIPP and operates alongside your chosen investment solutions to enhance the different withdrawal strategies offered to your clients.