Retirement Income
Retirement Voice: Adviser edition
Get your copy of the report - and earn CPD. Hear what clients really think about their adviser, their future, and what’s next for advice.
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Each year, our Retirement Voice research sheds light on how consumer attitudes and behaviours are changing when it comes to planning for the future.
In this special report, we explore the evolving role of professional financial advice in the UK. Our findings uncover the top concerns and priorities of our nation’s advised population, what they value most from their adviser’s support, and how advice firms may need to adapt if they’re to keep pace with their evolving expectations. By reading this report, you can earn 60 minutes of CPD.
Key themes at a glance
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What clients want from their future
See how the money worries of today are re-shaping client demands for tomorrow.
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How advice changes lives for the better
Talking to a financial adviser can help to deliver a range of financial and emotional benefits.
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Emerging trends firms can’t ignore
How shifting client attitudes and behaviours are creating new risks - and new opportunities - for advice firms.
Get your copy of the report
Hear what clients really think about their adviser, their future,
and what’s next for advice.
In these turbulent times, we can see that professional advice helps to deliver tangible benefits for those who seek it.
Further content to explore
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Retirement Risk Zone webinar
Understand the dangers currently facing clients approaching and moving into retirement - and how you can help to manage them.
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Inheritance Tax webinar
Tune in to see how we can help you and your clients navigate the regulatory changes relating to the taxation of wealth transfer.
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Client Engagement Hub
Practical tools and insights to help you build effective client communication strategies and showcase the value of your services.
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