Retirement Options

Hi all!

I am reviewing our Drawdown/Retirement Process and am looking for resources to explain the options open to clients. Ideally a booklet/link/video that can be provided to clients as an 'education' piece at the start of the advice process. I have done some research myself, but am interested to see what others are doing and what works well in practice.

Do you find a particular resource good?
Do you use an external, independent source for this (e.g. MAS)?
Have you formulated a bespoke document?
Do you ask clients to sign to confirm that they have received, read and understood the material provided?

Thanks in advance,



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