PFS Breakfast Meeting-Creating Sustainable Income During Uncertain Times

Session Overview:

This seminar will provide an insight into why we need to consider Annuities as part of our Retirement Income Planning for our clients.

Learning Objectives

Areas discussed during the session will include:

• Review how current market conditions and changing socio-economic factors are impacting retirement outcomes.
• Understand the role of guaranteed income in providing greater certainty and peace of mind for your clients.
• Explore the underwriting factors that could provide your clients with access to enhanced annuity rates.
• Appreciate how death benefits can be used with guaranteed income products to leave a legacy for your clients’ families.

Basil Anderson DipPFS, Dip CII – Business Development Director (interim) Retail Annuities

Basil leads our Business Development team with a goal to support intermediaries with holistic retirement planning via our annuity offering. Basil and the team enjoy developing consultative relationships with advisers and firms; helping to grow their businesses, as well as delivering value for their clients..

He previously worked for Allianz as a Partnership Development Manager creating new corporate partner relationships with banks, building societies, large retailers and vehicle manufacturers.

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