We have recently updated the retirement client toolkit which may help the retirement conversation with your clients.

This pack is a driver to help clients recognise the importance of retirement planning, income in retirement and understanding the associated risks.

All statistics and data are from reputable sources and surveys to highlight the key facts and findings in easily digestible graphics and visuals.

We have also highlighted the impacts of COVID-19 on retirement and how this has affected financial wellbeing.

Client retirement toolkit

It’s never too early for your clients to start investing in their future.


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Adviser retirement toolkit

Explore the range of retirement options available to your clients with advice strategies, support and tools

Explore the tool