Four steps to help clients prepare for a better retirement

Plans need to be reviewed regularly and adjusted

clock • 5 min read

IFA Peter Cranwell outlines the four steps adviser should take to help their clients prepare for a better retirement...

Whether it's looking at various assets from pensions to housing wealth or identifying what a client plans to do after their career, a solid, sustainable retirement strategy can help individuals to understand exactly what they need to achieve and maintain their desired standard of living in later life. These plans also need to be reviewed regularly and adjusted to fit changing needs and circumstances, as well as new economic realities. With the country facing ongoing economic volatility, many more people will be turning to advisers to help them either build or review their retirement plan...

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 Retirement

Shifting pension rules 'eroding trust' and 'hindering' retirement confidence

Shifting pension rules 'eroding trust' and 'hindering' retirement confidence

Speculation on rules hitting confidence across every age group

Sahar Nazir
clock 17 November 2025 • 2 min read
Retirement confidence dips amid Budget speculation

Retirement confidence dips amid Budget speculation

Confidence is highest among those receiving professional financial advice

Jenna Brown
clock 12 November 2025 • 2 min read
The Great Wealth Transfer: women, wealth and what comes next

The Great Wealth Transfer: women, wealth and what comes next

Sponsored content from WIFA 2025 headline sponsor LV=

LV=
clock 03 November 2025 • 6 min read