Podcast  

Next Act: The complexity of retirement

  • Describe how the pandemic has made it more complex to transition into retirement
  • Identify what other ongoing trends were already making it more complex to plan for
  • Explain what these changes mean for the advice advisers give and the way they run their firms
CPD
Approx.30min
Next Act: The complexity of retirement

The events of the past 12 months have made many previously mundane things, such as going to the supermarket, more complicated.

One thing that was already fairly complex but has been made more complicated is transitioning into retirement.

From volatile investment markets to the changing employment opportunities for semi-retirees and the potential for having to support younger members of the family - many things have changed over the course of 2020.

In this special edition of the FTAdviser Podcast, sponsored by Canada Life, digital editor Damian Fantato talks to Andrew Tully, technical director at Canada Life, Fiona Tait, technical director at Intelligent Pensions, and Justin King, chartered financial planner at MFP Wealth Management about some of these issues.

By listening to this edition of the FTAdviser Podcast and answering the questions below, you can bank 30 minutes of CPD.

To listen to the podcast click play on the player above. The podcast is also available on Apple Podcasts, Spotify, Acast and Stitcher.

damian.fantato@ft.com

CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. What does Andrew Tully say we have seen more of over the past 10 years?

  2. Fiona Tait's firm been suggesting its clients reduce withdrawals in recent annual reviews

  3. What does Andrew Tully say makes it especially complicated to plan for retirement if a client does not have any guaranteed income?

  4. What was Justin King's client shocked by?

  5. What do 1 in 5 people do, according to Fiona Tait?

  6. What makes it difficult to encourage savers to put money away for up to 30 years, according to Andrew Tully?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Describe how the pandemic has made it more complex to transition into retirement
  • Identify what other ongoing trends were already making it more complex to plan for
  • Explain what these changes mean for the advice advisers give and the way they run their firms

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