HELPING YOUR FEMALE CLIENTS PLAN FOR A BETTER FINANCIAL FUTURE

Our latest Women and Retirement Report highlights the unique challenges women could face as they plan for retirement.

How you can support your female clients

Our guide looks at the issues that can impact your female clients to and through retirement and the key things they need to know. Your support now can make a real difference to their future.

Read our Guide


RESEARCH

We regularly research and report on a wide range of economic and financial issues. Our latest Women and Retirement Report provides analysis of the issues impacting women’s ability to save for their retirement.

Women and Retirement report

COMMONLY ASKED QUESTIONS

We’ve created some short films to answer a few of the key topics covered in our Women & Retirement Report. You may find these useful for discussing financial planning and retirement with your female clients.

I work part-time. How does this affect my pension?

What happens to my pension when I’m on parental leave?

What do you want to do next?

Individual Retirement

Expertise to help you grow your business and benefit your clients.

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Tools And Calculators

Help review your client's policies and show your clients how you can add value.

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TAX YEAR END 2019/2020

Support for you and your clients at tax year end, with expert articles, useful guides, tools and calculators.

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