White paper: Third phase of retirement

The financial advice landscape has changed dramatically in recent years, particularly in relation to the stated requirement for advice to address likely future needs (see FASEA Code of Ethics, Standard 6). Nowhere is this more compelling than in retirement planning.

The changing regulatory environment has combined with increasing longevity and frailty issues to raise the very real threat of advisers being held accountable for clients having insufficient funds to support themselves as they age, including in aged care.

Aged Care Steps has published a White Paper on precisely this issue, calling for a new approach to retirement planning, one which equips advisers to support their clients through key life transitions as they age.

To access the white paper, please provide us your details and we’ll email it to you.