Pension plans on hold
Imagine the situation: you’re a few months away from retirement, you’ve planned a long-awaited holiday of a lifetime, your career succession plans are starting to come together and then… the world changes.
For thousands of clients, retirement plans have been put on hold, either because they’d prefer to continue working as their lifestyle plans have been thwarted, or because disruption has made them indispensable in their profession.
Potential impacts and advice needs for ‘retirement delayers’:
For each question below, find out what the advice opportunity is, and what resources can support you.