Pension planning at age 50: Ten key points to share with clients

Getting on top of pensions

Jenna Brown
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Nathan Long said: “Pensions tend to only get interesting when it’s too late."
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Nathan Long said: “Pensions tend to only get interesting when it’s too late."

Turning 50 is set to become a milestone in pension planning as, following a recommendation from the regulator, providers begin to issue savers with their first retirement wake-up packs earlier than ever before. Here, we look at ten tips advisers can share with clients...

The Financial Conduct Authority (FCA) wants retirement wake-up packs sent out earlier than before, from age 50, and then every five years to encourage earlier and more effective engagement. The regulator...

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