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Retirement planning sales angles

Most people are planning to retire one day. Below, you’ll find useful information which highlights potential opportunities which may assist with planning for your client’s retirement.

DGT Case Studies
One document with five case studies, each highlighting events in life where the RL360° Discounted Gift Trust can be used efficiently for tax planning

QROPS for retirement
A sales aid which briefly outlines what a QROPS is and how they can be used for retirement planning with a UK pension