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Adviser Support
> The Advice Process
- Initial Contact
- Review Circumstances
- Issues, Options, Risks
- Recommendations
- Completion
> The 12 Critical Factors™
- Environmental Factors
- Current Age
- Health & Longevity
- Attitude to Risk
- Personal Tax
- Death Benefits
- Future Income
- Debt
- Retirement Asset Pool
- Income & Capital
Adviser Support
Click the links in the boxes below to browse our extensive support material:
The Advice Process
The 'At Retirement' advice process
The 12 Critical Factors™
and other issues
Issues & Opportunities
De-risking your Drawdown Book
Business Support
Creating your Retirement Practice
Process Support
Standard wordings, Regulatory updates and 'Selecting the Option'
