Guide to pensions advice
CPD
Approx.60min
- Describe some of the basic elements of pension advice
- Identify the role, or otherwise, of annuities
- Explain some of the main problems that occur with pension advice
Guide to pensions advice
- Describe some of the basic elements of pension advice
- Identify the role, or otherwise, of annuities
- Explain some of the main problems that occur with pension advice
CPD
Approx.60min
Supported by
Introduction
By Melanie Tringham
Pension advice has become a cornerstone of many advisers' propositions, and forms a key part of a longstanding relationship with clients.
But since pension freedoms, that advice has become more complicated, with many more options available to clients. But with complexity come many more calculations to make - it may well be possible to make withdrawals from one's pension fund but how do advisers accommodate a client's longevity?
Some of these questions will be addressed in this guide, which is worth an indicative 60 minutes' CPD.
In this guide
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CPD Questions
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