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Meet Quinn

You probably know a client like Quinn

Like many clients, Quinn has numerous pensions, but his retirement plans are in a muddle. Without your expertise, he risks making the wrong decisions and paying too much in tax.

Not only can your advice increase the value of Quinn’s overall wealth, you can also save the amount of income tax he pays, and decrease the amount of his estate that’s liable to IHT.

Download now Listen to this QTalk

The value your advice could add to clients in Quinn’s position

Our useful case study highlights the impact advice can have on Quinn’s pension planning versus if he decides to do it alone. This will give you the information you need to help clients like him.

Download case study

Helping you demonstrate the value of your at-retirement advice

  • In under 25 minutes, our QTalk video will:
    highlight all the at-retirement benefits our CRA can provide and how they can support great outcomes for your clients
  • take you through the Quinn case study, showing the difference your advice can have versus Quinn doing it alone.

Listen to the QTalk

An image from the QTalk

 

How Quilter can help you answer the needs of clients like Quinn:

Start the pension health check

Our pension health check can help you assess the suitability of the various pensions held to determine the best product in which to consolidate them. Our Collective Retirement Account may tick all the boxes.

 

Tell me about the options


By consolidating pensions into the Collective Retirement Account, you can help Quinn take withdrawals as tax-efficiently as possible, including an automated regular monthly income.

How WealthSelect can help

A pension pot should continue to have the opportunity to grow, but retirement is not the time to be faced with volatility. Quilter’s WealthSelect aims to protect or grow your clients’ investments, in line with their attitude to risk, all at an affordable cost.

4 easy steps to help your clients who are approaching retirement:

  1. Download our case study to prove the importance of taking advice
  2. Undertake a simple pension health check of your client’s existing pensions.
  3. Check out the tax-efficient retirement options available through the Collective Retirement Account
  4. Discover more about our WealthSelect portfolio service
Do you want further insight into how you can build relationships with your clients' families? Visit the home of the family office

If you’d like to have a chat about how Quilter can help you support your clients, contact our enhanced Sales Support Team.