Peter Bradshaw: Considerations when talking to clients near retirement

It is a common understanding that the millennial generation has a preference for short-term saving over longer-term planning. In the news, we continue to read about younger savers potentially sleepwalking into a retirement nightmare that will end up with insufficient savings to cover the real cost of retirement. It is certainly true a combination of government-led initiatives and improved financial education is needed to safeguard the financial futures of this age group. That said, there is a more pressing need to actively support those closer to retirement. For those approaching or a...