Will your retirement planning fail with your client’s health?

Three years on from the pension freedoms, it's easy to take for granted that income flexibility and inherited drawdown will be there for clients when required.

But unexpected ill-health or early death can drastically upset plans. A little forward planning can help make sure everything is in place to ensure your client's changing needs can be met.

Your clients may need to take action now to ensure the freedoms are there when they need them. Read our insight to understand:

  • Why a loss of capacity could lead to a loss of income flexibility;
  • How a registered Power of Attorney can ensure flexibility is there when it's needed most; and
  • Why it's important to get everything in place to ensure death benefit instructions can be followed while your client is in good health.

To find out more read the techzone insight article:


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