Holistic retirement planning
Layering solutions for a better blend of security, flexibility and control.
The world of retirement has radically changed – a carriage clock retirement no longer exists and a one product approach is no longer relevant.
As client expectations, aspirations and needs continually evolve, the retirement plans and solutions we build need to provide greater flexibility and security.
In these pages we’ll assess how retirement has changed, what this means for retirement planning and how a multitude of solutions can be layered together to help achieve your clients’ objectives.
Are you and your clients ready for the twists and turns a longer retirement can bring? We highlight three longevity challenges that can impact retirement planning.
We consider the ways to build flexible retirement plans to help you provide financial security for your clients throughout their changing circumstances and expectations in retirement.
Generally, people can expect to spend part of their years after age 65 in poorer health. We discuss the implications
How do you use a variety of assets to maximise the legacy a client can leave?
Find out why a layered approach to retirement planning could benefit you and your clients.
Supporting your knowledge and development.
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Retirement has changed. Find out what this means for retirement planning and how a multitude of solutions can be layered together to help achieve your clients’ objectives.
Our CPD accredited events and workshops support you in understanding the changing face of retirement.
This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.