This module assists retirement options specialists through a client fact-find, enabling them to ask the right questions in the fact find about the customer’s needs, wants and health status. The process consists of a fact find, health questionnaire, integrating with AMS or IRESS annuity portals.
It benefits clients who have a defined contribution pension pot and are considering exchanging it for an annuity. Following the simple fact find, if the customer’s needs are found to be more complex, they will be referred to an adviser for financial advice.
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