The Big Question

Q. How have you seen people change their retirement planning strategies to weather the storm of current economic turbulence? Bob Bullivant is CEO of Annuity Direct At the risk of upsetting the editor the biggest issue has been people listening to the media and not fully understanding their options. Headlines such as defer are too simple and are unhelpful to the client. You ask about strategy - that implies some thought. Unfortunately many have knee jerked on the back of uninformed media opinion. Our approach has been to talk through options with clients and arrive at a strategy that they ...