Client friendly retirement income content
|For financial adviser use only|
Four quick wins to take client annual reviews to the next level
Explore four key areas that advisers have told us are important in making the client annual review more valuable.
Talking about lifetime annuities
A handy one page document that summarises the key benefits of a lifetime annuity for your clients.
Key challenges in retirement flashcards
Useful charts and stats to help simplify key retirement concepts and challenges your clients can face in retirement
Download our guide to income in retirement
Share this with your clients to help them discover how to support existing income with an approach that is fast becoming a smart strategy for modern retirees.
The real benefits of financial advice
Research article to use with your clients showing the full benefits of receiving good quality financial advice.
A guide to annuities
Challenger's full PDF guide to annuities to share with your clients.
Will your savings go the distance?
An infographic showing how long your clients can expect to have to plan their retirement income for.
NSA research 2019
Report showing the key insights from the 2019 NSA research - Why are retirees so worried?
Is the Challenger term annuity right for your clients?
A one page flyer that helps your clients determine whether a Challenger term annuity is right for them.
Withdrawing from a term annuity
Key considerations for your client to think about if they wish to withdraw early from their term annuity.
Products at a glance
Compare a term annuity against a bank term deposit, a high interest savings account and a managed fund.