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Retirement Insights

Exploring Retirement Outcomes
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Experts agree that the role of an adviser is even more vital in helping clients plan their financial futures, following the pension reforms. Our series of insights delve deeper into the industry, to share current thinking and to offer you a vision for the way ahead

Modelling


What's its role in planning?
Using a tool can be useful for creating discussion points with clients - to understand their requirements in more depth and help them plan ahead with more confidence.

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Next: Future vision

Future vision

Where will retirement be in 5-10 years? 

Could technology help us engage more clients in planning ahead? Will the need to fund long-term care become a bigger factor?

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Pension
freedoms


What do clients think?
While pension freedoms are the talking point inside our industry, it’s important that we listen to clients and help them understand what the changes could mean to their financial futures.

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Today's
solutions


Is the product mix right?
We’ve more products than ever before so do we need more? Or could we use what we have to help people find a personal solution for their retirement needs?

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Blending
solutions


What's the adviser's view?
Customer-needs make a case for blending, but is the blend set at the outset or do clients need a plan? Blending calls for ongoing reviews - we discuss.


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Drawdown



Does the industry have the right solutions?

Drawdown needs to be tailored around client's attitude to risk. Is there a model or strategy for drawdown we can reliably use?


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Contact us

You can find contact details for each product area in the drop-down list:

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WA05081 02/2017