A free guide for IFAs on the third way retirement product market has been launched.
The guide, entitled ‘Certainty of income in retirement’, provides research on the guaranteed bond and pensions market and lists questions IFAs can ask providers in their due diligence process. Matt Ward, principal consultant for pensions at Defaqto, says: “IFAs should spend time looking at third way products for post retirement planning on behalf of their clients. “We hope to help IFAs complete the appropriate due diligence by providing research material such as this guide and through our Aequos system.” The guide can be downloaded here. IFAonline
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