Defaqto has launched its 2018/19 guide to drawdown in partnership with Prudential.
The document Professionals' guide to drawdown 2018-19 is accredited by the Chartered Insurance Institute, the Personal Finance Society and the Chartered Institute for Securities & Investment for up to 60 minutes of structured CPD. It is designed to help advisers: Understanding the death benefit options and how they impact on advice Understand the different retirement options Understanding how to evidence the suitability of a selected level of income or withdrawal Understand the issues in managing an effective drawdown strategy Understand the risks associated with drawdown so...
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