Thursday 28 February 2013

Retirement income guide from Defaqto


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.
Definitely worth a visit to their website to download a free copy of the guide.


    1 comment:

    1. Achieving adequate retirement income is the main objective of a retired person. To achieve their goal they always take the help of financial adviser. Therefore every financial adviser should follow the best retirement income guide to give their clients the benefits which they are looking for. Besides providing information to financial advisers you also help retired person to know how they can get their most desired retirement income after their retirement. Thanks for your post.

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