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Canada Life: Taking a tax efficient retirement income - a guide for paraplanners

Retirement update for financial advisers and paraplanners

7 Aug 2015

With the introduction of the new pension freedoms, the flexibilities that were only afforded to a few are now available to all and where the majority of clients historically went down the annuity route, now many more will be looking to fully explore all the options now available to them.   

The challenge is to understand what your client’s objectives are and finding the most suitable solution. Having a good understanding of the new landscape in terms of the options available, the suitability of each option and a wider knowledge of the tax implications will set you in good stead when writing those client reports.  

Sam Newton, Canada Life’s retirement income specialist, has outlined what tax efficient options are available under the new rules.

For more information on Canada Life’s CanRetire range of products visit http://www.canretire.co.uk/

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