How to trigger a client to review their pension plan
While there was a sense of optimism in 2021 that the worst days of Covid-19 were now behind us, the financial effect of the pandemic alongside the cost-of-living crisis and the war in Ukraine will continue to be felt by your clients, particularly within their retirement plans. As a trusted adviser, there are opportunities for you to help the ones who are facing financial challenges, and ensure the ones who have benefitted are making the most of the situation they find themselves in.
We’ve identified clients who need your immediate retirement planning advice as their circumstances, plans and aspirations change.
Supporting our client types
For each of the client types, we have summarised the advice opportunities and provided helpful resources to make the most of the client reviews.
Helping your clients with the emotional fallout of redundancy
Many clients are retiring earlier than planned due to redundancy. We want to help you support them through a potentially challenging period.
We have developed a range of support material, including podcasts and articles, that you can share with them to help them deal with the emotional fallout of redundancy.