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.

The flaw of averages

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.

Patterns of expenditure

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.

Physical and mental health in retirement

Generally, people can expect to spend part of their years after age 65 in poorer health. We discuss the implications

Leaving a legacy

How do you use a variety of assets to maximise the legacy a client can leave?

Prefer to talk?

Our team are here to support you. Leave us your details and we'll contact you to arrange an appointment.

Webinar | Coming soon

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.

Events

Our CPD accredited events and workshops support you in understanding the changing face of retirement.