ChrisA
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- ChrisA
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It’s a timely subject with current annuity rates. I had a look into the Novia-Just annuity in a SIPP. Limited annuity options. Had anyone else looked deeper into the other available products?
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I agree. A six page factfind for the client. A few pages of meeting notes from the adviser. And ATR summary. A chat with the adviser too. I’ve seen IO’s portal but then you’re stuck with IOs factfind. I’m happy for clients to provi…