We hope you enjoyed the recent event.
Here you will find our most recent literature along with useful links to help make it easier for you to start the conversations around annuities, later life mortgages, mortgages and protection.
Protection
Later life mortgages
Guaranteed Income
Useful documents
Pension Annuity Key Features PDF size: 2.5MB
Fixed Term Retirement Plan Key Features PDF size: 3.2MB
Cash-Out Retirement Plan Key Features PDF size 2.8MB
Case study – Fixed term annuity: A solution with low exposure to risk PDF size: 560KB
Case study - A solution with low exposure to risk PDF size: 451KB
Consumer Duty and Retirement Income Target Market PDF size: 1704KB