A Paraplanner’s introduction to guaranteed income

Beginner
Products and providers
Self certified
Video
Date:

Wednesday 11th May 2022

Location:

Online

Duration

1 HRS 7 MINS

Many paraplanners may never have worked on an annuity or have less experience since pension freedoms came in. In this session, we cover the basics of guaranteed income.

Learning objectives

During the session we covered…

  • The basics of guaranteed income
  • Underwriting
  • How annuities have evolved
  • Comparing to drawdown
  • Planning and research
  • Regulation

Speakers

1
Martin Lines
Just

Martin is Development and Events Director at Just.
Martin heads up Just’s team of Retirement and Later Life Specialists, supporting adviser training events and conferences across the UK – and online! He joined Partnership in 2009, ahead of the creation of Just, having worked alongside local and national adviser firms on pensions and retirement-related issues. He is a regular speaker at financial services events with subjects ranging from the technical issues to consumer vulnerability and behavioural bias.

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