Latest ONS population projections show that number of people of pensionable age was 12.4 million people in mid-2024 and will grow year-on-year to 15.3 million people by mid-2049. For financial advice firms the importance of financial planning for retirement will grow accordingly.
With an aging cohort being forced now to take more responsibility and risk in the funding of their retirement income, the importance for advice firms to have an effective centralised retirement proposition (CRP) equally increases – particularly in a world where the geo-political and economic goalposts are being shifted.
Paraplanners need to know how best to use their CRP to help bring a level of certainty to their clients’ retirement income.
The importance of a CRP in clients retirement planning will be a feature of our Oxford Technical Insight Seminar on 10th June at the Park Royal Hotel, Oxford.
This event is a superb opportunity to look at where your ability to service your clients’ retirement income needs is now and where it needs to be in the future.
Don’t miss this opportunity to hear more in a day that also delves into technical issues around properly structuring clients tax, delivered by the Technical team at M&G, thinking around the investment solutions for a securer retirement, and in a world where diversification is ever more important, where property now sits within clients’ overall portfolios.
Secure your place HERE
Main image: Andy Powell, Head of Strategic Partnerships for Annuities – Standard Life at our Cardiff Technical Insight Seminar April 2026
