Solutions for businesses

When outsourcing annuity purchase to a third-party specialist it is vital that they take full responsibility for any advice given along with any compliance and other regulatory issues

In this series of articles, starting in this edition of Investment Week, we provide advisers with a business-focused, holistic approach to annuities that puts professional referrals firmly on the map. Professional referrals are the way forward for the many firms of financial advisers, solicitors and accountants that do not have the in-house resources and systems to broker the market effectively and cope with the associated high levels of administration. Referrals to specialists provide the client with the best possible outcome. They also provide the adviser with a robust audit trail; an i...