Five rules for annuity advice

One of the most valuable roles an IFA can play is in helping clients make the critical transition from accumulating their pension pot to transforming it into a retirement income. This is a process which needs very careful consideration because the decisions you both make now can literally dictate the client's standard of living for the rest of their life. Yet advisers who secure a reputation for offering great annuity advice can find themselves with a lucrative and growing client base - especially as yet more corporate pension provision shifts from defined benefit to defined contributio...