David Downie: Avoiding the pension advice pitfalls of age 75

Personal and planning milestone

clock • 5 min read

David Downie looks at four key areas of pension planning that become all-important once a client hits the big 7-5

The age of 75 is a milestone for pension savers and brings a range of implications for clients' money. None of these implications can be avoided completely, but they can be prepared for and mitigated with proper planning. It's a good idea for advisers have these conversations with clients as early as possible before the age of 75 to ensure they're not caught off-guard. Here are four key areas of pension planning that will be important to keep in mind. Selecting the right scheme Clients should be in a pension scheme that delivers against their specific preferences and gives them...

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