Defaqto guide – Balancing pension freedoms and risk

Balancing pension freedoms and risk in the modern advice world

Over the last five years there have been several key legislative changes, leaving advisers with a requirement to quickly adapt their processes to ensure they continue to be fully compliant. This CPD accredited guide, written in conjunction with Defaqto will equip advisers with key information and advice to help guide their decisions.

The guide is split into two parts:

  1. How the market landscape sits currently, summarising current legislation and the options available to clients upon retirement.
  2. How The Retirement Account from Canada Life could be used to meet the needs of clients accumulating funds, consolidating pension monies and/or looking to take benefits.

Download the report today or complete the form below for a copy in the post.


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Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised and regulated by the Financial Conduct Authority.