Financial Adviser Support

The Longevity Income Plan is a unique product designed to help clients reduce their longevity risk by providing them with an increasing income in late retirement - giving them a financial safety net should they live longer than they expect.

This page contains links to tools that will help you talk to your clients about the impact of increasing longevity on their retirement planning and help in presenting the Longevity Income Plan to them.

The impact of increasing longevity

Increasing longevity is a key risk that needs to be factored in when helping clients plan for retirement. You'll need to consider just how long they might live and how far their retirement savings will go if they do make it to an advanced age.

• Find out your clients' chances of reaching advanced ages
• Effect of inflation - find out more about the effect of inflation on your clients' retirement savings
  

Selling the Longevity Income Plan

The tools below are designed to help you talk about the Life Trust and the Longevity Income Plan with your clients

• Get an instant sample quote
• Case Studies - see how the Longevity Income Plan can complement other retirement funding solutions
• Sales Aids - read quick guides on Life Trust and the Longevity Income Plan
• Product overview - read a one page summary of the Plan
• Brochures and guides - tools to help you present the Plan to your clients
• Fund Information - download factsheets detailing the performance of our funds
• Videos - watch videos discussing on longevity and the Longevity Income Plan