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01/09/2008 - SimplyBiz improve access to Third Way Retirement Information

With the list of providers entering into ‘Third Way’ products gradually increasing, SimplyBiz has added a new section to its highly successful Retirement Options Guide. This very popular guide – complimentary to all Member Firms – offers a full explanation of all the options a client choose from as they approach retirement including annuity purchase – traditional and enhanced / impaired, Unsecured Income, Third Way and Alternatively Secured Pensions.

The booklet aimed primarily at clients is written in a clear concise manner and also contains an informative IHT flowchart, showing all of the taxation implications on first or 2nd death.

Keeley Makin, Pensions Technical Manager commented “There are a number of these products now available through the market place offering pension solutions and a way for clients to defer the decision to buy a lifetime annuity while reducing some of the risks usually associated with traditional Unsecured Income plans.

Clients who are keen to maintain some exposure to potential investment gains will find these contracts appealing and our guidance informative. We are hoping this will limit the amount of time that advisers spend explaining the detail of how these plans work, leaving them time to concentrate on the client and their portfolio planning. This will also help to ensure full compliance with TCF.”

These updated guides have already been made available to the SimplyBiz membership.

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01/09/2008 - SimplyBiz improve access to Third Way Retirement Information