Talking PointJul 24 2019

How to help clients plan for retirement

Describe how an adviser should treat a client 20 years away from retirement
List the most important investments a client should have in this age bracket
Describe the big questions a client needs to ask herself as she considers retirement

Describe how an adviser should treat a client 20 years away from retirement
List the most important investments a client should have in this age bracket
Describe the big questions a client needs to ask herself as she considers retirement

Supported by

CPD

Approx.30min

CPD

Approx.30min

Supported by

CPD

Approx.30min

Investing for retirement

How advisers can help clients prepare for later life

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ByMelanie Tringham

Planning for your client's retirement is one of the most important parts of a financial adviser's work.

But not everyone gets it right, and by the time people reach their forties, they may be asking themselves if they are on track for a comfortable retirement.

Many advisers will need to tweak their client's portfolio to make sure they are on track, and a moot point is how much of their investment will be in equities, either directly, or through pooled funds.

This CPD report, which is worth an indicative 30 minutes of CPD.

How to help clients plan for retirement

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