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How to trigger a client to review their pension plan

While there is a sense of optimism in 2021 that the worst days of covid-19 will be behind us soon, the financial effect of the pandemic will continue to be felt by your clients, particularly within their retirement plans. As a trusted adviser, there are opportunities for you to help the ones who are facing financial challenges, and ensure the ones who have benefitted are making the most of the situation they find themselves in.

We’ve identified clients who need your immediate retirement planning advice as their circumstances, plans and aspirations change.

Helping your clients with the emotional fallout of redundancy

Many clients are retiring earlier than planned due to redundancy. We want to help you support them through a potentially challenging period.  

We have developed a range of support material, including podcasts and articles, that you can share with them to help them deal with the emotional fallout of redundancy.

View the support material

Our helpful downloads

Email template

With the help of our behavioural experts, we have prepared an email template for you to use with your clients. It explains how your expertise can make a difference to their pension plans, and includes a simple request for them to call you for help.

Download email template

Pension checklist

This simple yes/no checklist is a one page health check of your client’s current pension. It demonstrates why the Collective Retirement Account (CRA) could improve their pension.

Download the checklist