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Our framework supports your advice process, helping you guide conversations with your client around their retirement options.
It's designed to help you give your clients the flexibility and reassurance they want, which could help them make the right retirement choices.
A guaranteed income manages your clients' longevity risk to cover the essentials, without unnecessarily locking in the rest of their capital.
Our suite of planning tools, called LifePlanning toolkit, is designed to support meaningful conversations with your clients.
Using the tools individually or together you can help identify your clients' goals, show them their potential cash flow and create tax efficient income strategies for your clients retirement.
Help your clients understand the pension freedoms with our retirement journey.
What does Retirement LifePlanning look like in practice?
Our retirement products can suit a range of client needs.
Lines are open between 8am and 6pm, Monday to Friday.
We sometimes record telephone calls to help with training, service and