Third-way product guide for IFAs launched

clock

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

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Active ETFs, ESG and the retirement advice challenge

Active ETFs, ESG and the retirement advice challenge

Sarasin & Partners portfolio manager Ben Gilbert joins PA in the studio

Isabel Baxter
clock 05 June 2026 • 1 min read
Tyndall Partnerships head Sullivan on bespoke empowerment

Tyndall Partnerships head Sullivan on bespoke empowerment

‘No two IFAs invest in the same suite of models’

Isabel Baxter
clock 09 December 2024 • 4 min read
Smoothed funds set to be a 'bigger asset class for the advice market'

Smoothed funds set to be a 'bigger asset class for the advice market'

‘An attractive low-risk solution for retirees’

Isabel Baxter
clock 25 November 2024 • 3 min read