What role can annuity allocation play in a retirement plan?
Is it fair to see an annuity as a 'mortgage in reverse'?
Deciding between drawdown and annuities does not have to be a case of either/or.
Read more on this in our FT Advisor article:
Consumer Duty: what do advisers need to do? Who's a manufacturer, co-manufacturer, and distributor and when do the lines need de-blurring?
Watch the CISI-endorsed CPD webinar interviewing Paul Jay of ATEB
[5 min read, open as pdf]
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