Retirement

095 | Managing Clients in Mid Retirement

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Tutor:

  • Jeremy Martin, Business Development, Just

Learning outcomes:

  1. The triggers that might result in exit from drawdown
  2. The role for guaranteed income for life provided by an annuity in assessing suitability for drawdown
  3. When equity release can support a client's financial plans
  4. When to review proposition and process to ensure both clients and firms are properly protected
  5. The role of home equity in mid retirement

Channel

Retirement