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In these collaborative sessions, we'll be sharing six fundamental stages in the advice process. There are, of course, many factors to build into the planning journey. Advisers and paraplanners are tasked with converting regulatory and technical knowledge into something that is personalised and relevant to each client. All of it has to make sense in the context of real-life retirement dreams and aspirations!

In this session, we’ll explore how to align the client’s objectives and characteristics with a plan designed to achieve their retirement goals. We’ll consider various approaches, examine the advantages and disadvantages of each, and evaluate how a single or blended approach might be suitable.

In Retirecast episode two, we'll talk about personalising retirement advice by understanding client aspirations, behavioural drivers, and risk attitudes. Explore strategies for better outcomes in just 20 minutes.

Join Martin Lines and special guest Andy Kirby from Money Alive for a practical session on guiding clients through every step of their retirement journey. Discover effective tools and techniques to evidence suitability and support your clients through changing circumstances.