The at-retirement market is changing. Increased life expectancy, new product innovations and the changing aspirations of the baby boomer generation mean that retirement is now an ongoing journey, not a destination.
All this means the way you give advice has to change too. A one-off meeting isn’t enough any more. Instead, you can look forward to working with your at-retirement clients for 20 years or more.
Clients are also increasingly looking for a range of products that can be adapted to suit their needs as they change over the years.
A growth market
With the baby boomer generation fast approaching retirement, the market is set to double to over £30 billion*.
We’ve updated this site to help you make the most of these new opportunities, including information on:
- the market in general
- the issues your clients might face in retirement
- how the shape of advice in retirement will change
- how you can develop your business
*Watson Wyatt In-retirement study March 2008
Inheritance tax planning
You can help your clients with more than their retirement income. Use our interactive tools and literature to help simplify tax planning and wills.
Business brain
It’s often easy to get caught up in the day-to-day running of your business. We help you take time out to help you develop your business for the future.