More than half expect clients to postpone or change plans
Regulator published outcome of thematic review into retirement income advice
Comes after regulator’s thematic review of retirement income advice
Most advisers use the same profiling tool and set of questions
Made to meet the ‘increasing desire’ for guaranteed income in retirement
Part of thematic review into retirement income advice
Layered retirement income crucial for good outcomes
‘This market has evolved’
Diversification of assets