Defaqto has released an updated version of its annual guide to pensions drawdown to help advisers direct clients through the retirement investment process.
The updated guide, which was released in conjunction with Prudential, contains 60 minutes of CPD-accredited content, as well as data to help advisers direct their clients through the drawdown process. According to Defaqto, the updated 2019/20 guide will provide advisers with the tools to design a compliant initial and ongoing due diligence process and list risks associated with drawdown. It will also explain different retirement options and enable advisers to evidence the suitability of a selected level of income or withdrawal. 'Maintain financial security' Defaqto insight analys...
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