Webinar invitation: Fixed Term Annuities — an emerging opportunity in retirement advice

Time: 10:00am to 11:00am, UK time

Fixed Term Annuities are moving firmly into the spotlight – and rightly so. Are you making the most of this opportunity for your clients – and are you aware of the developments in this market?

With forthcoming changes to pension IHT rules, increasing rates of return, renewed adviser interest in guaranteed income and growing demand for greater flexibility in retirement planning, they should become an increasingly important consideration in later-life advice.

Join Adviser Home on 22 October for a focused 60-minute webinar exploring how Fixed Term Annuities can work in practice, where they may fit within retirement strategies and why advisers may want to take a fresh look at the market. Presenting on the webinar will be renowned retirement experts Karen Fitzpatrick of M&G, George Pullar of LV= and Tom Carroll of Standard Life.

In this session, you will:

•    Explore where Fixed Term Annuities may fit within a client’s retirement income strategy
•    Hear practical perspectives from three major providers
•    Consider the potential benefits, limitations and client suitability factors
•    Compare different approaches through a provider panel discussion
•    Put your questions directly to the expert panel
•    Understand some of the nuances in the solutions available

The webinar will feature insights from LV=, M&G and Standard Life. Each provider will a case study demonstrating how the solution can be used, before joining a panel discussion chaired by Adviser Home Director Vince Smith-Hughes. The discussion will also address questions submitted by the adviser community.

Who should attend? Financial advisers, paraplanners and retirement planning specialists who want to understand how Fixed Term Annuities may support client conversations about income, flexibility, IHT planning and portfolio risk.

A session of this nature would typically qualify for unstructured CPD.

Register now to reserve your place and discover why Fixed Term Annuities could become a valuable part of the retirement advice toolkit – just click here

Please note: By registering for this webinar, you agree that your contact details will be shared with our sponsors.