Retirement Guides
Download these Retirement Guides – Adviser and Consumer Versions
The Pension Reform changes from April 6th create enormous opportunities for advice at different stages in the retirement journey- and for inheritance panning. Our partners Defaqto have produced two excellent guides – one aimed at advisers, the other for your clients.
The adviser guide includes no less than 13 Model Consumer Profiles ( case studies, in case you were wondering !)
To download both Guides click here>> – we think you’ll find them of great value as you engage with your clients over the next few weeks and months.
