Publications & Video Media
The Retirement Partnership Papers
The following publications are targeted at Professional Retirement Advisers, and those wishing to develop into this important market sector. The titles are
updated regularly to provide a background to the market; practical methods to help change; guidance on process; and commentary on product sectors.
Register to be advised when future papers become available. Please note, you will need to login or register in order to access these
papers:
Available now:
This paper covers the proposed changes to annuitisation and income drawdown rules published by HM treasury on December 9th 2010.
This paper introduces the Flexible Investment Annuity and illustrates why this sector of the market is about to boom, with both providers and clients increasingly
looking to this product sector to solve the big challenges of retirement income generation. The paper also introduces the Retirement Partnership concept of Top
Slicing Income, and shows how effective this can be for the client.
Our view on the latest generation of Investment Linked Annuities.
If you thought Scheme Pension was a solution that should only be considered for the infirm rich, then you are wrong!
THIS PAPER IS CURRENTLY BEING UPDATED
THIS PAPER IS CURRENTLY BEING UPDATED
What the client suitability letter may look and feel like in practice, and how it fits our retirement advice process.
A focused view on the simple issues that need to be discussed between client and adviser.
Our simplfied model of the advice process, and an outline the 12 Critical Factors© that should be considered and discussed.
Creating change in any business is not easy. There is always enough going on without having to worry about how retirement advice is being given.
How the radical changes to the retirement marketplace in the last five years impact on the adviser.
A combination of big issues are creating a perfect storm in the retirement market. How can the retirement adviser take advantage of this?
Coming soon:
Paper 13: Establishing a Non-Advised Process
Future Papers:
Register to be advised when the following papers become available:
Paper 14: Income Drawdown Exit Strategies
We would welcome any feedback or suggestions you may have for future publications.
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Thank you for your support.
Steve Lewis
