A new perspective

The results of the recent Retirement Planner online ‘at-retirement’ survey make for interesting reading. In many ways, the answers reinforce what we already know about the challenges around turning accumulated retirement funds into the most appropriate balance of retirement benefits, given an individual customer’s circumstances and attitude to risk. However, dig a little deeper and some new perspectives emerge. The bulk of retirement pots being encountered are still less than £150,000 but I’m sure the average is edging up and that the number above £75,000 is far greater than would have b...