Defaqto guide – Balancing pension freedoms and risk

About the report

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.

Complete the form below for a copy in the post.