Justadviser.com

Longevity calculator

WebThis calculator helps give an indication of the chances of living to certain ages. It's based on UK Life Insurance and Pensions Industry Data* and your own assessment of your …

Actived: 8 days ago

URL: https://www.justadviser.com/tools-library-events/retirement-income-calculators/longevity

Underwriting and annuities

WebUnderwriting information can also be gathered using quote portals. Retirement Health Form. Online Portal. The form can be downloaded here: www.retirementhealthform.co.uk. Enter …

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A GUIDE TO PAYING for long-term care

Web6 IMMEDIATE AND DEFERRED CARE PLANS How can we help? We offer a variety of care-fees payment solutions. These can guarantee a regular income for the rest of your …

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Medical underwriting has never been easier

WebThe Just For You Lifetime Mortgage makes it easier for you to incorporate medical underwriting into your advice process - find out just how easy it is with our simple guide.. …

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Welcome to our Drawdown toolkit

WebOur bespoke critical yield tools will give you an indication of what your client's critical yield might be - incorporating the impact of your client's health conditions. This calculator …

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CARE FEES PLAN QUESTIONNAIRE

WebAll Just and Legal & General plans automatically include 6 months’ premium protection of 100% protection in month 1, 50% protection in months 2-3 and 25% protection in months …

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Secure Lifetime Income A new option for enhancing …

WebFor financial intermediaries only. Not approved for use with clients. As part of a retirement income plan, SLI can improve client outcomes in a wide variety of circumstances.

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HOW EFFECTIVE IS YOUR vulnerability POLICY

Web4 HOW EFFECTIVE IS YOUR vulnerability POLICY? 8. What style of wording do you use within communications and client files? ‘Vulnerable’, ‘extra care requirements’, ‘lacking …

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Secure Lifetime Income Key features

Web2 Secure Lifetime Income Key features of Secure Lifetime Income Its aims • To provide a stream of guaranteed monthly payments for life within your SIPP. • To help you to create …

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Please save this document before function About this …

WebLifetime mortgage application Section Page Instructions 1. Your personal details 2 To be completed by all applicants 2. Power of attorney 3 Only complete if a power of attorney …

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Just Care Report 2023

WebOur research found that nearly half (48%) of over-45s thought the cost of a year in a residential home would be less than £25,000. Industry figures from 2023 suggest the …

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PENSION ANNUITY Application Form

Webe. Details of your existing pension PROVIDER(S) AND SUPPORTING INFORMATION If you have any further funds, please photocopy this page as necessary and attach to this …

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ZERO INCOME DRAWDOWN CLIENTS

Web2 JM 00536.3 05/2022 When your client replies, ask these questions: • Has their tax-free cash run out? • Do they now need to take an income? • What’s their personal minimum …

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IMMEDIATE AND DEFERRED CARE PLANS Illustration Request …

Web2 Illustration Request Form 1. payment options Benefit basis Benefit required OR Single premium Payable (payments are made in advance) Four-weekly Monthly Deferred period …

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