Redefining retirement support in a new age of uncertainty
Is the ‘golden age’ of a relaxing retirement coming to an end? Today’s retirees are experiencing a more emotional journey than previous generations. Support from financial advisers must evolve to reflect this, and to address more poignant aspects of retirement which clients may not have foreseen to ensure a smooth transition.
Financial advisers are undoubtedly a pivotal part in the process of retirement planning for the mass affluent. However, the gold standard of service comes from the collaboration between financial advisers and investment managers working hand in glove; this partnership enables clients to build and protect their wealth, passing it down to future generations. Building this high-quality partnership leads to tailored customer service and personalised advice specifically adapted to the client.
This digital dialogue, hosted by FT Adviser in partnership with Rathbones, will examine the emotional aspect of retirement, and how financial advisers can look beyond the numbers to provide a client-centric experience. Participants will gain a nuanced understanding into the importance of providing tailored support alongside the financial, guiding a client through an emotional stage in life and providing comfort and peace of mind in retirement.
Key discussion topics
● How does a strong relationship between financial advisers and investment managers lead to a smoother transition into retirement for a mass affluent client?
● Why are those of retirement age facing more emotional stressors than previous generations?
● How can advisers and investment managers combine advice on practicalities such as decumulation and ways to minimise tax, with the emotional components of financial decisions?
● How can advisers handle the ups and downs of financial markets for people in drawdown, specifically the emotional aspect of market crashes for retirees?
● How are advisers navigating dealing with retirees facing cognitive decline and the eventuality of social care down the line?
● How are advisers reacting to the constant changing of the regulatory landscape and the impact of government intervention, as outsourcing becomes an increasingly viable option?
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