Peter Bradshaw: Considerations when talking to clients near retirement

Later-life planning

clock • 3 min read

With big improvements still needed to support those at and approaching retirement, Peter Bradshaw looks at what advisers ought to consider when talking to this generation of clients

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...

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