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Retirement Planner is the first monthly magazine dedicated to providing financial advisers with in-depth analysis on all aspects of retirement planning. A features-led publication, Retirement Planner covers the different stages advisers deal with when advising clients from pre to post retirement.
- Pre-retirement: it analyses the subjects of tax efficient wealth and estate management, investment planning and product development
- At-retirement: a detailed study of issues such as annuities, drawdown, equity release
- In-retirement: an ongoing review of growth and/or income investment options
Retirement Planner is not just another product magazine as it also examines developments in distribution, wraps, technology and investment strategies as well as the impact of legislation and regulation on the way advisers do business.
Every month...
- Investment strategies
- Asset management
- Tax planning
- At-retirement options
- Product and service market developments
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Regular features, surveys and panel discussions...
- Equity release
- Investment funds
- Sources for providing an income in retirement
- SIPP and other product development
- Bespoke surveys in association with IFAs, providers, fund managers
- Interviews with leading industry figures
- Expert comment every month from Tony Clements, Rachel Vahey, Andrew Tully and John Monaghan
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