Regular communication between IFAs and their clients is the secret to maintaining healthy retirement savings, research suggests.
According to a study conducted by Axa Winterthur Wealth Management, 71% of IFAs linked a consistent process of portfolio reviews to safely negotiating the impact of inflation and falling interest rates on retirement savings. Head of pensions development Mike Morrison says: "Ongoing communication with clients can ensure that their portfolios are constantly kept up to date and that they respond to the economic conditions of the day, as well as keeping one eye on the future. "Over the past year or so, this probably means communicating with clients on a more regular basis as markets and...
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