Retirement Planning: Pre-retirement - UK - September 2015
“Online tools that provide projections of what pension funds may be worth based on current contributions by an expected retirement date will help savers to take a more goal-oriented approach to their retirement planning. Services like this could be the key to bringing retirement planning to the fore much earlier than is currently the case.”
- Rich Shepherd, Financial Services Research Analyst
This report covers the following areas:
Is traditional retirement under threat? Goals-oriented planning could be key to early engagement Is online guidance a threat or opportunity for advisers?