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Recommended5 mins
July 08, 2024
Boost your annuity know-how
Our short films cover common questions and key points to support your understanding of annuities, and your client conversations. -
Retirement Income5 mins
June 20, 2024
Are you ready for the retirement income revolution?
There’s a lot of talk about the future of the retirement income market right now. That’s why we’ve chosen to sponsor a guide from Defaqto. -
Recommended5 mins
June 20, 2024
Deputies and Guardians: Support for you and your clients with life changing injuries
In the first of a two-part series, we cover Deputies and busting myths so you feel more confident with the issues around this business. -
Retirement Income5 mins
June 11, 2024
When should your clients buy an annuity?
We look at the impact your clients’ personal circumstances can have on their retirement income. Explore the key factors you should consider to help them secure a higher income for life. -
Technical Insight5 mins
May 24, 2024
Removal of the LTA: what this means for your clients on death
The removal of the lifetime allowance sees a change to how pension death benefits are considered against the new lump sum and death benefit allowance. -
Technical Insight5 mins
April 23, 2024
Removal of the LTA
In a significant change to the pension landscape, the lifetime allowance (LTA) has been removed from 6 April 2024. -
Technical Insight5 mins
March 06, 2024
The Spring Budget
Our summary of the key points from The Spring Budget. -
Technical Insight5 mins
March 06, 2024
Tax year end planning
We look at some of the valuable exemptions, allowances and planning opportunities that may be available before 6 April and some that may be lost if your client doesn’t act before then. -
Technical Insight5 mins
November 23, 2023
Autumn Statement 2023
Our summary of our key points from the Autumn Statement. -
Retirement Income5 mins
November 03, 2023
What’s the deal with enhanced annuities?
We know advisers have close relationships with their clients. But could the trust you share with your clients help to boost their incomes in retirement? -
Retirement Income5 mins
November 02, 2023
Should good client outcomes come with a guarantee?
Our latest research reveals that there’s sizeable uncertainty as to how annuities work and what benefits they can provide. -
Retirement Income5 mins
September 04, 2023
Why we must debunk annuity myths
Our latest research reveals that there’s sizeable uncertainty as to how annuities work and what benefits they can provide.