Lifetime Allowance removal: the effects on retirement planning
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Many traditional approaches to retirement planning do not involve a centralised retirement proposition and are much less likely to account for those new risks seen in decumulation, such as sequencing risk, meaning clients run a greater risk of not achieving their retirement goals.
Whether you're gathering personal and financial information when onboarding clients or gathering information ahead of an annual review meeting, securely digitalising the process not only engages your clients in the financial planning process, but adds efficiency and saves you time.
Assess your client’s attitude to risk by sending them an Attitude to Risk Questionnaire (powered by EValue) from within their secure Portal, bringing together key parts of ‘know your client’ into one location.