Question: Certainly not convinced that Unit Linked Guarantees are right for all my clients - please can you give an outline to the terms and conditions provided by Aegon?
Question: UK Equities is a rather broad subject matter….What current equity funds do the panel suggest as an attractive proposition for a new investor?
Question: Can I still buy an annuity after purchasing one of your income protection plans? What are the positives and negatives against such a move?
Question: I have found that Income Drawdown is a complex area of retirement planning and isn't suitable for my clients. I am however open to change and I am keen to investigate further opportunities for my clients. Can the panel each tell me what the...
Question: Excuse my ignorance, but what are Unit Linked Guarantees?
Question: I have found Income Drawdown funds and products from a variety of providers to be remarkably similar to a personal pension. What assurances can my clients receive that an Income Drawdown plan is a more viable option or separate alternative?...
Question: Once my client has invested in an Income Drawdown Product, what are the implications from starting taking income straight away?
Question: What are the implications of your policies if I die before and after the age of 75?