Now available – the Adviser Home Guide to Retirement Income Advice.
Developed for advisers and produced in association with Aegon and Fidelity Adviser Solutions.
The Guide, edited by John Lappin, is an independent assessment of the issues and practices around retirement income advice and includes practical pointers as to where current practices may need to alter.
It draws on expert comment from its sponsors, other commentators and practicing advisers.
Prompted by the FCA review paper earlier in the year the Guide now reflects the considered view of the market as the importance of the FCAs intervention becomes fully appreciated.
In brief this substantial Guide includes:
Retirement Income Review highlights
Expert and adviser views on the review
Withdrawal rates by pot size
Survey of advisers on retirement advice and consumers pre-retirement views
