How workplace pensions fit into a client's financial plan

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cisi-logo
CPD
Approx.60min
  • Learn what has changed in workplace pensions.
  • Understand how to get the accumulation strategy right and common questions about decumulation.
  • Consider how to help maximise overall pension savings.

How workplace pensions fit into a client's financial plan

  • Learn what has changed in workplace pensions.
  • Understand how to get the accumulation strategy right and common questions about decumulation.
  • Consider how to help maximise overall pension savings.
pfs-logo
cisi-logo
CPD
Approx.60min
Supported by
Scottish Widows

Introduction

By Simoney Kyriakou
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Workplace pensions are once again coming into their own, thanks largely to the role that auto-enrolment has played in bringing nearly 9 million employees into an employer-sponsored pension scheme.

But how do these fit into the overall strategy when it comes to helping advise clients on their accumulation and decumulation options?

Moreover, what sort of issues around the investment strategy should advisers be discussing with both their corporate and individual clients?

This special report covers some of the broader themes around workplace pension planning - both in the accumulation and decumulation stages, investigating what sort of questions people might have as they come up to their retirement date, and how advisers can help people make the most of their pension provision.

Contributors to this special report: Chris Daems, director of Cervello Financial Planning; Chris Budd, chairman of Ovation Finance; Sean McSweeney, corporate advice manager at Chase de Vere; Martin Bamford, managing director of Informed Choice; Neil Adams, head of pension planning at Drewberry Wealth; Peter Glancy, head of policy development for Scottish Widows; Tom Selby, senior analyst at AJ Bell; Matthew Connell, director of policy and public affairs for the Personal Finance Society; Kate Smith, head of pensions at Aegon; Carolyn Jones, head of pensions product at Fidelity; Prudential.

Simoney Kyriakou is content plus editor for FTAdviser

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