Tackling retirement income challenges and finding opportunities

Driven by regulatory reform, demographic changes and evolving client expectations, there has been a significant shift in the complexity of financial advice for both advisers and their providers. As a result, the advisor’s role has become more critical than ever as they face market volatility, ongoing regulatory and tax changes, and the necessity of tailoring advice to the individual’s needs. So how can advisers best approach some key questions they are faced with today? When does retirement planning typically begin? What are the main challenges as a client approaches retirement? Why...