Defaqto has launched a Retirement Income Guide for financial advisers, which looks at the key issues associated with this area of financial planning to help advisers establish structures and processes that enable them to deliver compelling solutions to clients.
The guide includes:
- Guidance on understanding and addressing client retirement income options and key risks likely to be encountered during retirement planning
- Analysis of product types with a rundown of the key players in each category and related adviser considerations
- Statistical data on longevity trends
- Example annuity rates to show advisers how these might be used to frame client advice and guidance discussions.
