Are you ready for the retirement revolution?

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Adviser Insight and Opinion team

June 20, 2024

5 mins read

Earn 60 minutes of CPD with our sponsored Defaqto guide

There’s a lot of debate recently about the future of the retirement income market, and what good advice practices look like. That’s why we’ve chosen to sponsor a guide from Defaqto.

It explores the FCA'S thematic review of retirement income advice and highlights the issues advisers should be considering. The guide also examines the range of factors which impact advice and looks at how a blended retirement income solution could help you better meet the changing needs of your clients.

Give your retirement income advice an MOT

In the first section of the report, Defaqto dive into the overall approach to evidence-based advice - and how an element of guaranteed income can be used to underpin a wider retirement income strategy.

Driven by the FCA'S Retirement Income Advice Assessment Tool (RIAAT) and recent thematic review of retirement income advice, they also underline the need to clearly demonstrate the suitability of the income you’re recommending, both in value and source.

By reading this content, you can collect 60 minutes of structured CPD. 

What you'll learn

  • Understand and describe the current retirement income advice marketplace
  • Understand and state the key regulatory, economic and societal factors impacting advice today
  • Understand the retirement income advice solutions available and how they interact/compare to each other
  • Know the key risks to be considered in the advice process


Get independent insight into our offering

If you’re thinking of recommending a guaranteed income solution to your clients, Defaqto also put the Standard Life Pension Annuity under the microscope. They also offer some impartial analysis on the support we can offer advisers - as well as the strength of our full retirement income proposition.

This content could help to cement your due diligence process if you were to recommend us as your provider of choice.

Discover the Standard Life Pension Annuity

Our pension annuity can be written on standard or enhanced terms. So if your client is suffering from lifestyle and/or medical conditions, they could get more for their money.

We also offer a range of optional features, such as death benefits and inflation proofing, helping you to tailor your client’s annuity to match their exact needs.

Visit our product page to find out more.

The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.

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