Remember our Assembly on annuity essentials back in March?

Over the course of one lunch-hour, Andy Powell from Standard Life walked us through the basics of annuities – how they work, the differences between pension and purchased life annuities, and the kinds of options available like inflation protection and guarantee periods.

Join us at 1pm on Wednesday 14 May 2025 for the second of Andy’s annuity two-part series, when the annuities expert returns to talk more about how annuities can feature as part of your clients’ retirement income strategies.

For instance, among the practical planning tips that go beyond the basics, are things like:

annuities can actually boost the value of the legacy client’s leave for loved ones

annuities can be used as an asset class within broader portfolios

With annuity rates remaining attractive, this is the ideal moment to brush up on an option that's enjoying a bit of a renaissance in retirement planning.

So whether you're already recommending annuities regularly, or just getting to grips with them, this session will offer practical approaches you can use right away.

Plus there's one hour's worth of CPD available.

A guide to annuity essentials for paraplanners: part two