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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Pensions

Crucial advice issue: Death benefits detail advisers need to know

Crucial advice issue: Death benefits detail advisers need to know

Important differences from previous regime

Andrew Tully
clock 05 April 2024 • 4 min read
British Steel a stark reminder of obligations around client files

British Steel a stark reminder of obligations around client files

Lawyer Philippa Hann reflects on her work around the pensions case

Hope Coumbe
clock 27 March 2024 • 2 min read
SSAS and the general levy: A victory for common sense

SSAS and the general levy: A victory for common sense

The value of SSASs after general levy consultation outcome

Caitlin Southall
clock 26 March 2024 • 5 min read