Pension freedoms has resulted in a greater choice than ever over how your clients take their retirement income.
Our Head of Financial Research, John Lawson, has written some articles for you to use with, or without, your clients to help make sense of the choices facing them. These articles feature areas to consider before their first meeting with you to plan their retirement.
These articles will help your clients understand:
- their retirement income options
- their spending habits
- and how much risk they may be able to take