Webinar - The role of guarantees within a Centralised Retirement Proposition

However, it’s important to consider how & when guarantees can be used in retirement planning.

A full evaluation of all the income options forms part of a firm’s Centralised Retirement Proposition.

In this webinar, Scottish Widow’s Specialist Development Manager, Jan Holt, will address the importance of secure income alongside drawdown; sharing both her own and FCA thoughts on this topic.

Jan will also look at the value a secure income can offer to both retirees and their successors.

Learning Objectives

By the end of Jan’s session you will be able to:

• Evaluate the role of secure income for your clients
• Describe annuity death benefits and how they compare to drawdown death benefits
• Optimise value for clients that want a secure income

Jan Holt

Jan has over 40 years’ experience in the life and pensions industry working for major product providers and distributors.

For the last twenty years Jan has specialised in the retirement and later life market, championing the place for guaranteed income within retirement plans.