Regulatory reviews into retirement have revealed multiple needs around pensions, not least the prospect that for millions of Britons, their expectations far exceed their actual financial situation.
Enter the financial advice profession, which is witnessing a surge in demand for help in pension planning, as populations age and Britons must plan for longer lifespans.
Providing ongoing support for this growing demographic has become an integral part of the financial adviser role, especially in the past 10 years since former chancellor George Osborne announced the pensions freedom and choice regime.
Changes to tax and pension allowances, and an uncertain political outlook in 2024, bring further challenges to advisers seeking to help clients make the most of their retirement savings.
Alongside this, the FCA's review of retirement income advice has identified further changes to retirement advice models.
In response to this, advisers must adapt the ways in which they think about retirement strategies for clients, as demographics change, and regulatory developments converge.
This is why FT Adviser is hosting this free event in London on April 30th.
Brought to you by FT Adviser and BNY Mellon Investment Management, the sessions will draw on recent research conducted by FT Longitude and explore what advisers need to consider when developing retirement strategies over the next decade.
Topics for discussion include:
- In the decade since the introduction of Pension Freedoms, how has the financial advice industry evolved?
- What are the primary obstacles hindering financial advisers from adapting their approaches to better serve pensioners?
- What measures can advisers take to ensure their clients have sustainable retirement income?
- How can financial advisers effectively tailor their strategy?
To find out more, and to read up on our panel of pensions specialists, click here.
To register for the event, head to retirementstrategies.ftadviser.com/home
We look forward to seeing you there in person.
