How do you best engage clients in thinking about retirement?
While their questions will be as varied as the days, what they may need most is simple reassurance that you're able to help.
You don't need to be expert on every detail about retirement. But if you know where to find the answers to your clients' questions, if you can help them think about how to save and invest and eventually turn their savings into income, you'll add to your credibility and build their trust.
Our retirement knowledge centre can help. We aim to make it easy for you to gain a broad understanding of the topics that will shape your guidance to clients.