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...

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