As retiree numbers grow, financial advisers are at the epicentre of helping clients maximise their retirement income.
This paper, developed in collaboration with leading financial advice platform Ensombl and drawing on the expertise of five leading advisers, provides you with an introduction to the unique challenges and opportunities within retirement planning, emphasizing the need for evolving philosophies to meet the demands of today’s environment. Inside you’ll find:
- The nature of risks, including unique financial and emotional risks during decumulation.
- Processes for assessing and quantifying these risks.
- Methodologies for designing and implementing retirement income strategies and portfolios.
- The toolkit of product solutions to support these strategies.
