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Later Life Financial Planning - UK - September 2018

Later Life Financial Planning - UK - September 2018

“The financial pressures on future retirees pose a big challenge in terms of engaging them with later life planning, as they’re more likely to be concerned about the sufficiency of their pension pot. However, this gives advisers opportunities to discuss different funding options, whilst products that can save people money in the long term are also likely to appeal.”

- Jessica Galletley, Senior Financial Services Analyst

This report will look at the following areas:

Semi-retirement will delay later life planning
Breaking the taboo around later life will encourage planning

TOC available on request

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