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Retirement advice blueprint

Many clients will have retirement wealth from different sources. How and when income from each of these assets can be delivered is a key element of the planning cycle.

A successful retirement advice process needs to address this wider income mix, and be adaptable enough to flex for clients who are at very different stages of their retirement journeys. To help, we’ve created a Retirement Advice Blueprint, which brings together the key elements needed for robust advice.

We’ve called it a blueprint because it’s intended to be just that. You can use it as an overlay to your own advice process, or adopt certain steps as you wish. Whichever way you choose to do things, we provide the tools and support you need at every point.

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Find out how we can support each stage of your advice process

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