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  • Enhanced Annuities: Caring For At-Retirement Needs
    Needs This article explores the development of the annuity market in the UK over the past 20 years. It examines ... the explosive growth achieved by the enhanced annuity market and delves into the kinds of customers attracted ...

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    • Authors: Mick James
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Reinsurance News
    • Topics: Actuarial Profession>Professional development; Annuities>Individual annuities; Annuities>Product development - Annuities; Pensions & Retirement>Retirement risks
  • A Portfolio Approach to Retirement Income Security
    of their Social Security benefits or buying an annuity, but in the process, they’ll reduce the amount ... dividend income • Buying a guaranteed lifetime annuity from an insurance com- pany (think of it as a ...

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
  • Designing and Communicating Retirement Plans for "Humans"
    in their DC plans, offering both investing and annuity solutions, and integrating with Social Security ... income from Social Security, pensions and/or an annuity, optimal solu- tions would invest remaining assets ...

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation