Publications
Retirement Partnership 2008 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:
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.
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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.
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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 07: The Case for Fixed Term Annuity
Future Papers:
Register to be advised when the following papers become available:
Paper 08: The Case for Variable Annuity
Paper 09: The Case for Flexible Annuity
Paper 10: Income Drawdown Exit Strategies
Paper 11:The Safety and Security of these Options
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
