Guaranteed Income

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Who is this box set for?

Any client who is considering purchasing a guaranteed income.

About this box set

The box set covers important topics that people who are considering buying an annuity need to think about. These include inflation, joint life, health & lifestyle and guarantees. It showcases many of the ways an adviser can add value to a client considering annuity purchase and concludes with a case study to cement the clients learning and understanding. It’s ideal for prepping clients ahead of a meeting.

More information on the box set chapters:

1. Guide to Guaranteed Income - 6 min

A guide to using your pension pot to provide a guaranteed retirement income for life by purchasing an annuity.

2. Inflation - 4 min

How can I maintain the real buying power of my annuity income?

3. Joint life annuity - 3 min

A guide to using your pension pot to provide a guaranteed retirement income for life by purchasing an annuity.

4. Guaranteed death benefits - 4 min

How can I avoid getting poor value for money from my annuity if I die earlier than expected?

5. Health & lifestyle - 3 min

Could my current health and lifestyle mean I qualify for a higher annuity income?

6. Guaranteed annuity rates - 2 min

Does my current pension policy include valuable income guarantees?

7. Shopping around for an annuity - 2 min

How do I get the best deal when buying an annuity?

8. Case study - guaranteed income - 5 min

An example of someone who might benefit from having a guaranteed income.

Total Runtime: 29 minutes

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