Pension tracing checklist
Checklist for pension advisers
For pension advisers who want people approaching retirement on their list before they have a full picture.
Decision guide
Annuity, drawdown or a mix
How to use this decision guide
Share this on LinkedIn or send it with a first reply to a new enquiry. People facing the choice get an honest view and a reason to talk.
What is inside
The routes side by sideIncome
Questions to answer firstHow much income must be secure: Add up the bills you have to pay whatever happens.
Tests that point towards an annuityYou want certainty: A set income is easier to plan around.
Tests that point towards drawdownYou want flexibility: Income can go up or down as your needs change.
When a mix fitsMany people combine the two.
Costs and the small printCharges: Ask for every charge in pounds, including product and fund costs.
Three title ideas for your own version
Annuity, drawdown or a mix
How to choose a retirement income
Questions to answer before you take a pension income
Where to promote it
Your websiteLinkedIn postsretirement seminarsa link in your first reply to a new enquiry
Why give people a guide to this choice?
Many people reach retirement unsure of their options. An honest guide helps them ask better questions and brings you a better conversation.
Make this decision guide your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
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