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Lincoln financial group
“No adviser wearing the independent label should be financially rewarded by the products they sell."
Former head of marketing at Lincoln Financial, Simon O’Connor, has left the firm following its purchase by Sun Life of Canada.
Millions of British adults have no idea which investor is looking after their pension, or how that money is being invested, new research has shown.
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Annuities have long been the mainstay of retirement planning but have certainly faced their fair share of challenges in recent years.
When approaching later life, as term assurance comes to an end, clients do not want to be concerned with either increasing mortgage terms or reevaluating wills in order to avoid inheritance tax issues. By taking out whole of life cover instead, Simon O’Connor says they will avoid paying out unnecessary costs.
Lincoln Financial Group has removed the administration fee on its retirement proposition Lincoln i2Live.
Advisers need more information and education to confidently explain and recommend Third Way retirement income plans to clients, according to Rayner Spencer Mills.
Lincoln Financial Group will host a series of breakfast seminars for advisers on retirement planning and business growth in April and May.
Lincoln Financial Group will launch an online illustration tool for its third-way pension product next month.
Around 70% of advisers believe clients will have to learn to accept higher levels of risk when planning for retirement, claims Lincoln Financial Group.
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