Retirement planning and the sandwich generation
Retirement can be an exciting new stage in life. But how much are your sandwich generation clients really putting away, and will it be enough to support their lifestyle and that of their dependents? With complex financial circumstances, they need your guidance when making the right choices for their retirement.
New Thinking uses the latest insights from behavioural science to help you effectively communicate the benefits of timely retirement planning to your clients.
Who are the sandwich generation?
The sandwich generation could make up as much as two thirds of your client base, so they're essential to the success of your business.
Here’s what you need to know:
- They are typically aged between 45 and 60
- They often support elderly parents and adult children at the same time
- They’re time-poor, feeling the pressure from different directions and often experience inertia when it comes to making decisions and taking action