Later life advisers must broaden approach to suit client needs

Later Life Adviser Conference

clock • 2 min read

Later life advisers should look to broaden their range of services and offer an "ensemble" proposition to better serve changing client needs, delegates heard.

Personal Finance Society (PFS) later life advice specialist Tony Miles said the traditional concept of retirement would increasingly be seen as a "20th century concept". He said they should move away from a "silo approach" towards an ensemble or holistic way of working by linking up with other specialists including lawyers, care providers and accountants. Miles was speaking at the inaugural National Later Life Adviser Conference in Gloucester. He said: "The three-stage traditional period of life - education, employment and retirement - is being undermined by a series of forces of c...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Pensions

Pensions gender gap: A low-profile injustice that deserves more attention

Pensions gender gap: A low-profile injustice that deserves more attention

'Pensions are one of the few financial products where time is the single biggest driver of outcome'

Jessica Cook
clock 24 August 2026 • 4 min read
Advisers place focus on retirement support as providers lack 'meaningful' engagement

Advisers place focus on retirement support as providers lack 'meaningful' engagement

People’s Pension poll shows 54% of IFAs say providers struggle to create ‘meaningful’ engagement

Martin Richmond
clock 19 August 2026 • 3 min read
Pensioner poverty has risen for more than a decade, warns LCP

Pensioner poverty has risen for more than a decade, warns LCP

Single and divorced pensioners most affected and should be focus for future policy

Alex Levy
clock 18 August 2026 • 4 min read