Retirement is one of the most complicated financial events your clients face and your advice is key to making sure they achieve a good outcome.
Under Financial Conduct Authority rules, unless your clients receive a personal recommendation from you to crystallise their pension funds, they’ll be presented with investment pathway guidance from their pension provider to help them choose investment funds for their drawdown pot.
Find out more about the Collective Retirement Account pathways.
We can help you manage your clients in preparation for retirement and ensure you are the go-to person they trust when they want to access their Collective Retirement Account.
Provides some of the reasons you may have recommended Quilter's platform to your clients to help with 'reasons why' letters to your clients.
Send this brochure to your clients as part of a ‘wake up’ process or any time before they retire.
This question and answer style article can help your clients think about retirement.
Help your clients understand pension terminology with our friendly user guide.
This straightforward guide can help your clients understand the risks they face in retirement.
