Resources: Introduction to guaranteed income

From time to time, we like to cover topics that may not be something that Paraplanners come across every day but would still benefit from knowing about. This is one of those topics. Many Paraplanners may never have  worked on an annuity or have less experience since pension freedoms came in.

Over the course of this hour, we discuss:

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

Resources

Watch the replay here.

Download the slides here.

Retirement Income Calculators

Average guaranteed income for live rates

What qualifies for underwriting

Retirement health and lifestyle form