Defaqto launches post-Budget guide
The guide will help advisers assess clients’ retirement income options and address planning issues.
Richard Hulbert, insight analyst (wealth), Defaqto, said: “The pension reforms 2014/15 are now influencing all retirement planning. This updated guide brings many of the key issues and points of consideration for advisers together in a unique publication.
“The consumer profiles are representative of real-life situations retirees may find themselves in and are designed to illustrate possible solutions and how financial advice can make a significant difference.”
Defaqto has also launched a guide to help consumer understanding, including what income they will require.
Advisers can meet Defaqto around the country in April to discuss retirement income planning at five Roadshows: Your Client. Their Retirement. Whose Risk?