PodcastMar 10 2021

Next Act: The complexity of retirement

  • Describe how the pandemic has made it more complex to transition into retirement
  • Identify the other ongoing trends that 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
  • Describe how the pandemic has made it more complex to transition into retirement
  • Identify the other ongoing trends that 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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CPD
Approx.30min
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CPD
Approx.30min
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CPD
Approx.30min
Next Act: The complexity of retirement
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The events of the past 12 months have made many previously mundane things, such as going to the supermarket, more complicated.

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. True or false: Fiona Tait's firm has 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?
    7. To bank your CPD you must sign in or Register.

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