Focus Week: Later Life & Legacy Planning

The retirement landscape is shifting fast—Inheritance tax changes and ongoing market volatility are forcing clients to rethink what financial security really means.

Their biggest untapped asset? Their home.

This Focus Week is your opportunity to dive into powerful, practical strategies to help clients achieve their retirement and legacy goals.

What’s On This Week:

Join our 4 exclusive webinars designed to elevate your client conversations and planning toolkit.

Learning objectives:

1. A review of the proposed Inheritance Tax (IT) changes and how they impact later life planning
2. Why guaranteed income is more of a need, and how annuities fit into the puzzle
3. Unlocking home equity as a tool for security, care planning, and wealth transfer
4. Explore our robust later-life proposition lineup, designed to deliver positive retirement outcomes

Reserve Your Spot Today!
This is a live webinar (not recorded) and will last approximately 45 minutes. It is CII-accredited for structured CPD.