Defaqto has published a free guide aimed to help IFAs understand the innovative third way retirement product market, listing 20 questions advisers should ask providers in their due diligence process.
Entitled Certainty of income in retirement: The Defaqto guide to 'Third Way' products, the guide gives advisers research content on the market of guaranteed bond and pension products. It also includes a snapshot of consumer and IFA research into their opinions of post retirement planning. Matt Ward, principal consultant - pensions at Defaqto, said: "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 ...
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