2nd December 2014

Scottish Widows: New Roundtable: Achieving the Best Customer Outcomes

The options have changed for clients nearing retirement 

This month on our online hub we’re focusing on the new Budget freedoms and the role of advisers, providers and the Government in getting the best outcomes for clients.

Watch the new Roundtable

Access new content, including:

  • New Roundtable – ‘Achieving the Best Customer Outcomes’
  • Roundtable – ‘Adviser Support Post Budget’
  • Client-facing case studies – ‘Buy to Let vs Drawdown’ and ‘Accessing Pensions Funds for Mortgage Repayments’
  • Research report – ‘The Challenges Facing the Retirement Industry’.

Find the roundtable and more on our online hub.

Life feels better when you have a plan.

Retirement

Registration

Free Registration and CPD

Read More

Related Articles_

M&G: Lighthouse Edition 2

Lighthouse Edition 2 is now available. Explore the latest market insights to support informed client conversations and portfolio decisions.

Read More

The Prudential Guaranteed Income Plan

With gilt yields at their highest levels since 2008, now could be the time to lock in attractive, guaranteed returns for your clients.

Read More

Baillie Gifford: Inflation risk: the quiet test of retirement income

Protecting spending power is a key challenge for long-term investors. Steven Hay explores how the Baillie Gifford Monthly Income Fund seeks to provide monthly income while preserving long-term value. Capital at risk and income not guaranteed.

Read More

Login

Not yet registered?

Please complete this form to join our community

Name
Email
Company
Select your role:
Password
Confirm Password