Intergenerational Planning
Discover intergenerational opportunities with your clients' families, helping you future proof your business with retirement planning and protection.
How will you connect with the next generation?
YOUR QUESTIONS ANSWERED
Take a look through our new Q&A which demonstrates why you should be considering introducing intergenerational planning into your client conversations.Â
Conversation Starters
Are you unsure of where to start with intergenerational planning? We have developed an interactive guide that helps identify which products could benefit your clients and how you can start bringing these into your client conversations.Â
Explore opportunities - Retirement & Protection
INTERGENERATIONAL OPPORTUNITIES IN RETIREMENT ACCOUNT
Connect with the next generation through Family Pricing (PDF 208KB) and help your clients to pass on wealth in a tax efficient way with Successor and Beneficiary Drawdown (PDF 778KB). If a parent has excess income, they could contribute to an adult child’s pension through Third Party Contributions (PDF 515KB).
INTERGENERATIONAL OPPORTUNITIES WITH ANNUITIES
Discover how clients can protect their wealth with a guaranteed payment period or dependant's income (PDF 571KB), and use our underwriting support document (PDF 93KB) to see if your clients could secure a higher income. Remember your clients could benefit by having a Flexi-Access Drawdown (PDF 507KB) alongside a secure income in retirement. The added flexibility of Flexi-Access Drawdown offers your clients the ability to review the provision of their pension death benefits in future years.
INTERGENERATIONAL OPPORTUNITIES WITH PROTECTION
Critical Illness can be an important consideration for intergenerational planning. Discover how we can support your Critical Illness (PDF 1MB) conversations. With flexible and efficient underwriting, we are focused on making the complex simple (PDF 2MB).