Managing director of Glasgow-based Forty Two Wealth Management and vice president of the IFP, Alan Dick, here provides 12 essential retirement questions advisers should ask their clients.
Dick has provided the questions in aid of Financial Planning Week (FPW), an event organised by the Institute of Financial Planning (IFP) that runs between the 26 November and 2 December. FPW aims to raise the profile of financial planning amongst the general population. Here he discusses the benefits of pensions advice, and the 12 questions an adviser should ask to get the best deal for their client. He said: "As it's Financial Planning Week this week, it's a great opportunity for us as professional advisers to consider how we can best help our clients to plan for important goals in ...
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