Talk Money Week: Retirement planning needs open discussion

Talk Money Week is in full swing from 6-10 November

Sahar Nazir
clock • 1 min read

Financial advisers should be encouraging their clients to open up discussions about their retirement goals rather than solely focusing on finances, according to national IFA Continuum.

With Talk Money Week taking place from 6 to 10 November, Continuum has called on advisers to talk to their clients about the kind of income they will need for their retirement. Chartered financial planner Ben Alcock warned that different clients will be "picturing retirement very differently" and advisers can use guidance figures from the Pensions and Lifetime Savings Association to kick off conversations about clients' retirement plans. Alcock said: "We strongly believe that it is part of our role as financial advisers to have open conversations with clients not just about money, but...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

P1 CEO James Priday on 'all-in-one' portal launch

P1 CEO James Priday on 'all-in-one' portal launch

Advisers ‘not aware’ how much they can do with tools they already pay for

Sahar Nazir
clock 03 February 2025 • 2 min read
'Dinosaurs go extinct': Former Progeny CTO warns platforms must evolve or die

'Dinosaurs go extinct': Former Progeny CTO warns platforms must evolve or die

Tim Thompson Rye warns advice platforms must embrace digital transformation

Sahar Nazir
clock 31 January 2025 • 2 min read
Advice firms called to 'create tech team' to fully embrace AI

Advice firms called to 'create tech team' to fully embrace AI

‘A tech team can look at the most important problems your firm needs to solve’

Sahar Nazir
clock 31 January 2025 • 2 min read