Top 10 reasons why the Flexible Income Annuity works hard for you and your clients:
- A starting income that can be up to 20% higher than a conventional annuity and typically 40% higher if your client qualifies for enhanced terms.
- Standard commission of 2% initial, plus 0.25% trail allowing you to embed future value to your business (flexible commission options exist)
- Income is flexible and can be adjusted to allow your clients to plan their finances throughout their retirement years.
- Potential for investment growth and access to world class passive and active fund managers at institutional rates allowing your clients to control their investment strategy
- Minimum case size of £10,000
- Low and transparent charges
- A minimum income guarantee that is in place from the start
- Death benefits and features you’d get with a conventional lifetime annuity
- Your clients share in credits from mortality cross-subsidy (unlike drawdown)
- Membership of the Society and potential to have additional income added via member bonuses