Learn the Third Way
A free guide to help IFAs understand the innovative third way retirement product market has been published today.
Defaqto's "Certainty of income in retirement: The Defaqto guide to 'Third Way' products"gives advisers research content on the market of guaranteed bond and pension products.
It also includes a snapshot of consumer and IFA research into their opinions of post retirement planning.
In the guide Defaqto lists 20 questions IFAs should ask third way providers in their due diligence process.
Matt Ward, Principal Consultant - Pensions at Defaqto, says: "IFAs should spend time looking at third way products for post retirement planning on behalf of their clients.
We hope to help IFAs complete the appropriate due diligence by providing research material such as this guide and through our Aequos system." The guide can be downloaded free from http://tinyurl.com/643hcu.
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