Debrief Article Archive
Supporting your business opportunities
Taking stock of a shifting wealth landscape
Any change of Government inevitably brings change – and this time is no different. And of course, it has come at a time of huge global uncertainty. But what do advisers and their clients need to be aware of to successfully navigate the next few years?
The reality of retirement
Most people perceive their retirement as a time of freedom and relaxation. Whether it’s travelling the world, discovering new hobbies, or spending more time with loved ones, people tend to have an idyllic view of how their retirement will take shape. However, the perception often differs from the reality, and financial challenges still persist for many - highlighting the importance of diligent financial planning.
Avoiding the ‘pink pound’ blind spot
As the UK celebrated Pride month, it’s a reminder of the financial challenges facing many within the LGBTQ+ community and the steps that advisers can take to help ensure that the particular challenges facing LGBTQ+ clients can be best mitigated and overcome.
Building a better financial future for female clients
Insights from our Women & Retirement Report help tell the wider story about the key challenges/opportunities facing female clients.
Recognising Vulnerability
Vulnerability can be complex. Read our article for support in approaching the issue with greater confidence.
Psychology of retirement
We consider the shift in mindset as clients retire, stop saving and start spending, and how advisers can support both clients and their families at this milestone, with an intergenerational approach.
The Covid Legacy
As we race towards the five year anniversary of the first COVID lockdown on the 23rd of March 2020, we are now seeing the lasting legacy the pandemic has had on the workplace and people’s attitude and approach towards savings and retirement.
Navigating Semi-Retirement
A look at the rising number of people working part-time rather than stepping back from work entirely. What are the key aspects that need to be front of mind when planning for this more hybrid financial future?
Mitigating the 'Singles Tax'
Pulling together strands from the numerous pieces of research to examine the financial differences of married vs single clients in relation to pension, savings, and insurance gaps.
The Impact of delayed milestones
For the next generation, key life goals are happening later in life. Presenting advisers with opportunity to develop deeper client relationships by reframing financial milestones as unique to the individual.
The real wealth transfer
By 2025, women could hold the majority of UK wealth. But with the gender investment gap continuing to widen, how can advisers reach more women?