PFS Live CPD - Creating Sustainable Income During Uncertain Times

Venue: Barton Law Offices, Leeward House, Fitzroy Road, Exeter, EX1 3LJ

Session overview:

Annuities convert your savings into an annual pension. If you’ve put money into a defined contribution pension scheme during your working life, you’ll have to decide what to do with the pension fund you’ve built up when you approach retirement age. One option is to buy a Lifetime Annuity (often just called an Annuity). There are a variety of Annuities to recommend to your clients and this breakfast meeting will clarify this area of financial planning.

Learning Objectives:

Areas discussed during the session will include:

Review how current market conditions and changing socio-economic factors are impacting retirement outcomes.

Understand the role of guaranteed income in providing greater certainty and peace of mind for your clients.

Explore the underwriting factors that could provide your clients with access to enhanced annuity rates.

Appreciate how death benefits can be used with guaranteed income products to leave a legacy for your clients’ families.

Basil joined L&G in September 2018 from ARAG plc, a legal expenses insurance specialist where he managed the company’s key insurer relationships.

He previously worked for Allianz as a Partnership Development Manager creating new corporate partner relationships with banks, building societies, large retailers and vehicle manufacturers.

Basil works with our key accounts in the South West of England and Northern Ireland, helping them to grow their business through our range of retirement solutions.

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