We’ve created this website specifically for UK based, qualified financial advisers only.
If you’re not a financial adviser we can redirect you to the appropriate part of our website.
Please confirm if you’re an adviser.
Thank you for visiting us at the PFS Festival, it was great to see you.
Here you will find our most recent webinars and resources, along with useful links to support you and start the conversation around guaranteed income, later life mortgages and protection.
Webinar: Tackling the risks and generating sustainable income for clients
Financial Vulnerability Taskforce, good practice guide for later life divorce
Webinar: Improving outcomes for women's pensions - The value of advice
Divorce in later life: articles, webinars and resources
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
Optional Payment Lifetime Mortgage Product Summary PDF size: 163KB
Retirement Interest Only Mortgage Product Summary PDF size: 629KB
Flexible Lifetime Mortgage Product Summary PDF size: 163KB
Later Life Mortgage Suitability Criteria PDF size: 164KB
Gifting: Considering lifetime mortgages in estate planning PDF size: 264KB
We've been interviewing advisers around the UK. We wanted to find out what makes them tick, their challenges, and how we can better support their growth.
This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.