The Return of the Pension Annuity - A Golden Opportunity or Still Unviable?

Introduction

Annuity rates have seen a marked increase in recent years, sparking renewed interest and growing demand.

This session will explore whether annuities have become a viable and efficient solution for those in retirement. It will explain how annuities function, the practical challenges they present, and how to effectively incorporate them into a client's retirement strategy.

Most importantly, it will equip you to advise your clients on whether annuities should form part of their pension planning approach.

What You Will Learn

This live and interactive course will cover:

• The options for accessing a defined contribution pension plan
• The types of annuities currently available and the practical process of purchasing one
• How to properly assess the value of an annuity - a step often overlooked
• How investment strategies should shift when planning to purchase an annuity
• Annuities and taxation - what changes need to be considered?
• How potential changes to Inheritance Tax (IHT) may impact annuity-related planning

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.