Value-add strategies for retirement in 2020 and beyond
|For financial adviser use only|
Environment for the provision of pre and post retirement advice has been challenged by significant market volatility and legislative change, meaning retirement strategies have been required to evolve. However, this environment of uncertainty clearly reinforces the value of advice.
Andrew explores timely and practical client strategies that could be immediately implemented to improve retirement income outcomes for your clients at all stages of their retirement. He examines triggers for retirement advice and explores new strategic solutions. Andrew also highlights how a comprehensive retirement income strategy implemented now, can improve client retirement outcomes both today and into the future.
View Andrew’s presentation below to gain insights into navigating through the strategies and considerations required for clients transitioning to or in retirement.
To gain your CPD points, please register to Financial Standard's Best Practice Forum on Retirement Income here.
Webinars and learning modules
Our webinars and learning modules cover a variety of topics to help you learn about retirement solutions, aged care, our products and more.
Maturing term annuities: Strategic considerations
This webinar explores options available and the processes for clients with a Challenger Guaranteed Annuity that is about to mature.
Certainty for uncertain times
During this webinar we demonstrate the benefits of a guaranteed fixed term annuity, illustrate strategies for funding income for early retirees through to Age Pension age, and showcase the benefits for clients eligible for home care.