Defaqto launches annually updated drawdown guide

'Advisers more important than ever'

Sophie King
clock • 1 min read

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...

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 Pensions

British Steel a stark reminder of obligations around client files

British Steel a stark reminder of obligations around client files

Lawyer Philippa Hann reflects on her work around the pensions case

Hope Coumbe
clock 27 March 2024 • 2 min read
SSAS and the general levy: A victory for common sense

SSAS and the general levy: A victory for common sense

The value of SSASs after general levy consultation outcome

Caitlin Southall
clock 26 March 2024 • 5 min read
Pension dashboard operators join forces to push project forward

Pension dashboard operators join forces to push project forward

Coalition aims to bring 'dashboards to consumers as early as possible'

Jasmine Urquhart
clock 25 March 2024 • 2 min read