Embracing technology for enhanced retirement planning

Shaping the future of retirement planning

clock • 5 min read

Embracing technology is essential for delivering high-quality, compliant and client-centric retirement planning services, writes David Scholes

For many, retirement planning represents the culmination of a lifetime's work reflected in savings and investments. The role of financial advisers therefore cannot be understated in guiding this rigorous, and often daunting, process. Standards for advisers are higher than ever, with clients seeking a service that goes beyond simple advice and guarantees good outcomes and service. Behind the drive for better retirement planning services is the Financial Conduct Authority's (FCA) Thematic Review of Retirement Income Advice. Published in March of this year, the review outlines an expecta...

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

The advice dividend in an age of retirement uncertainty

The advice dividend in an age of retirement uncertainty

The UK pensions landscape has become progressively more complicated in recent decades

Andrew Tully
clock 17 February 2026 • 4 min read
Royal London introduces CRP framework to help advisers

Royal London introduces CRP framework to help advisers

Support when developing retirement income strategies for clients

Jenna Brown
clock 29 January 2026 • 1 min read
Just Group sees fall in retirement income sales as takeover approaches

Just Group sees fall in retirement income sales as takeover approaches

Brookfield Wealth Solutions to takeover during first half of the year

Isabel Baxter
clock 20 January 2026 • 2 min read