Products
Later life adviser platform rolls out annuity referral system
It is ‘vital that advisers have a wide range of solutions for their clients’
DB transfer values fall by 8%
As 95% of cases reviewed in June raised at least one scam warning flag
Retirees need ‘mix and match’ approach to income planning
Combining annuities with other retirement planning products can help individuals meet their income needs
Defaqto to roll out Consumer Duty profiles
They will help advisers carry out due diligence, target market and value assessments
Fintech firm joins forces with Options UK to roll out digital Sipp
It is now available to advised clients