This message is true for both advisers and their customers. When advising retiring clients today, you may be taking into account Brexit, Pension Freedoms, Defined Benefit transfer and the outcome of the election. Yet tomorrow, it could be other events taking place elsewhere in the world . A complex arena with many things to consider and who knows what the future will have in store.
However, through it all, Prudential will continue to be at your side supporting you through these and other challenges you may face. To help, Prudential have put together a range of material covering a number of Retirement Planning topics.
What’s in the toolkit?
- A guide written by Billy Burrows, Retirement Specialist, exploring the challenges an adviser may face in the years ahead.
- Hear helpful insight around DB transfers: facts, evidence and insight, cash flow modelling, due diligence, all from Rory Percival (ex FCA).
- Use Prudential’s practical Transfer Toolkit to help you with consolidation, DC to DC transfers, DB to DC transfers or your client’s first or subsequent moves to drawdown.
- Top up on CPD and learn from useful Technical articles helping you with Retirement Planning queries and angles.
For more information about Retirement Plans, visit Prudential’s dedicated microsite.