Publications
Printed Resources
This is a sample fact find that advisers may like to compare against their existing
process. In particular we have taken a slightly different approach to attitude to
risk.
NB: Advisers should seek their own compliance approval to use this document.
This is a sample Retirement Options document that advisers may like to compare against
their own document. If you would like to add sections; provide comment; or suggest
amendments please let us know – We will continue to develop this document.
NB: Advisers should seek their own compliance approval to use this document.
Interviews
John Lappin interviews Aston Goodey, MGM Advantage Sales & Marketing Director, and discusses the new MGM Flexible Investment Annuity Product. Aston reveals the thinking behind this innovative product and how it meets the market challenge…
Billy Burrows and John Lappin meet with Kim Lerche-Thomsen, Chief Executive,
and Dave Harris, Managing Director. This interview provides insights into
the thinking of some of the top men in this business.
Prudential's head of business development for retirement income Vince Smith-Hughes
is grilled by Burrows & Cummins Partner Billy Burrows with a little help from
financial journalist John Lappin...
MultiMedia
Steve Lewis was recently key note speaker at the Money Marketing Retirement Invitational
events. Here is a copy of his slide set. We will shortly post an audio recording
of one of these presentations.
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 will build over the coming weeks 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:
Available now:
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.
Please note, you will need to login or register in order to access this paper.
We take a look at the latest generation of Investment Linked Annuities. In our view
they are worth some strong consideration.
Please note, you will need to login or register in order to access this paper.
If you thought Scheme Pension was a solution that should only be considered
for the infirm rich, then you are wrong. This solution is now mainstream and should
be being given a much greater profile in client discussions.
In this paper we discuss the case for Scheme Pension.
Please note, you will need to login or register in order to access this paper.
THIS PAPER IS CURRENTLY BEING UPDATED
THIS PAPER IS CURRENTLY BEING UPDATED
In this paper we consider the client suitability letter and what this may look and
feel like in practice. We demonstate how the letter weaves into our retirement advice
process.
Please note, you will need to login or register in order to access this paper.
Our Retirement options checklist focuses on the simple issues that need to be discussed
between client and adviser. We believe that by simply checking that these issues
have been covered the adviser will have raised the key issues that lead to the consideration
of a wider range of options.
This is a simple paper that we hope will provide practical support to the professional
adviser. As always we suggest that our models are adapted to your own business practices
and situation to ensure you gain maximum benefit.
Please note, you will need to login or register in order to access this paper.
Our simplfied model of the advice process at retirement is presented in this paper.
We also outline the 12 Critical Factors© that should be considered
and discussed when reccomending suitable retirement income solutions.
Please note, you will need to login or register in order to access this paper.
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. This paper looks at
the practicalities of change and what a new retirement advice process might look
like.
The retirement marketplace has changed dramatically in the last five years.
This paper discusses these changes as well as the changes that advisers can
make to their retirement propositions.
Big issues combined are creating a perfect storm in the retirement market.
This paper outlines how the retirement adviser might take advantage of the
opportunities that this represents?
Coming soon:
Paper 11: The Case for Growth Annuities
Future Papers:
Register to be advised when the following papers become available:
Paper 12: The Case for Cocktail Solutions
Paper 13: Income Drawdown Exit Strategies
We would welcome any feedback or suggestions you may have for future publications.
Please send us your comments using the buttons below.
Thank you for your support.
Steve Lewis
