Publications & Video Media

Printed Resources

We have temporarily removed our printed resources whilst they are being updated, and a new set of documents are made ready.

Client Guidance Materials

We expect to soon deliver:

• Retirement Planning Questionnaire
• Initial Client Guide – ‘Things to think about before we start work’
• Guide to Retirement Income Products
• Guide to Retirement Income Risk

 Each of our documents is now being designed in an A4 format ready to be bound by a comb binder.

Market Reports

You may also wish to purchase our product & market reviews which provide an impartial review of product sectors and provider products.

Market Reports currently being worked on are:

• Trustee Investment Plans Due 1st May 2011
• Investment Linked Annuities Due 1st June 2011

Before downloading our documents you must accept our terms and conditions which include the reminder that as the adviser you are responsible for the documents you place in front of your client and the compliance processes. Our documents are for guidance only and should not be construed as advice in any way.