In 2021 the number of people in the UK of state pension age or over is predicted to be approaching the 13 million mark. Many of these will reach retirement without sufficient money saved into their pensions to afford the retirement lifestyle they desire.  

To ensure you can help clients make the most of the assets they have, you need to strive to stay ahead of this growing market. This zone provides a wide range of information on the market and the customers who are looking to financial intermediaries to help them with their retirement income needs.

The Learning Zone will help you by providing:

• A TV channel which provides films covering a wide range of issues
• Relevant and accurate information to consider the most appropriate product choices
• A variety of case studies illustrating some typical enhanced annuity and equity release customer scenarios
• A comprehensive encyclopaedia of retirement and medical underwriting terms

The tools and calculators are designed to help you understand some of the issues when engaging in retirement market advice.
As a financial intermediary, you should still follow your own compliance processes and procedures.

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