IRESS

Optional questions

Questionnaire and snapshot analysis

Income certainty a growing priority

To comply with FCA changes

Don’t ignore the warning signs

Capacity and compatibility

Advice must be ‘omni-channel’

Technology supplier IRESS has launched an index that allows advisers to compare the relative performance of annuity yields against cash and equity yields as well as against a "fair sustainable withdrawal rate".

Make the complex simple

Optional underwriting questions