1st September 2014

Scottish Life: Now’s the time to face income drawdown head on

Now’s the time to face income drawdown head on

Let us help you take the sting out of some of the complexities.

The budget announcements mean more and more clients will be considering income drawdown. With over 70% of the external linked free-standing drawdown market¹, we understand the ins and outs and have developed a range of tools and materials specifically to aid your advice process.

So you can feel confident, knowing we’ll help you take the sting out of dealing with its complexities.

Discuss

Sales aids including a case study – help explain some of the issues facing those clients approaching retirement age pre 2015.

Assess

Our Income Planning Tool and supporting case study – help you to gauge your clients’ risk profile, select the right income level and explain the process. 

Invest

Governed Retirement Income Portfolios (GRIPs) – 5 low cost, risk-graded and actively managed portfolios specifically designed for clients who are looking to take a regular income.

Act Now

We’ve started making changes so that the transition post April 2015 will be as seamless as possible. So if you have clients who might benefit from moving to drawdown now, don’t wait until April next year.

Start facing income drawdown head on now:

Visit our website for more information

¹2014 Royal London and Association of British Insurers figures

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Pensions