Blended Retirement Solutions
The new Pensions Freedom environment has changed the nature of pension planning; there are many implications and considerations for advisers and their clients. One trend in particular is accelerating – in many cases clients will seek to blend different solutions into their overall planning.
The guide explains how a blended solution would work, when it may be applicable and why it is something that should always be considered.
Included within the pages of this guide are explanations of annuities and drawdown, the pros and cons of each, reference to third way products and how combinations of these may be brought together to present a solution.
The guide stresses the need for expert advice – being more important today than ever before. This is a great guide to use with existing clients and for new prospects alike.
The guide can be amended accordingly to most bespoke requirements making it a perfect template.
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