Peter Docherty: Addressing the retirement confidence gap

Why are advised investors more optimistic than their advisers?

clock • 4 min read

The Embark Investor Confidence Barometer has identified a clear retirement confidence gap between clients and advisers. Peter Docherty explores the issues thrown up...

The client-adviser relationship can sometimes feel like walking a tightrope, with advisers offering a steadying hand as clients step towards their future. The end destination ought to be a comfortable and enjoyable retirement, but there are inevitably going to be difficult moments to navigate en route. Factors such as market volatility, potential illness, and inflation might get in the way and present periods of stress. Advisers, however, can use a number of tools to help keep their clients from toppling over on their journey. Central to this is building a trusted and strong relationship...

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