This panel will discuss the role of employers in supporting employee retirement planning, how organisations are responding to regulatory changes like auto-enrolment, employer obligations and the impact of pensions on employee benefits and well-being strategies as well as employee engagement with pensions — why participation rates remain low and how to improve them. The importance of financial literacy and early planning for retirement and how financial planners can support clients in pension decision-making will also be outlined as well as key financial planning strategies to bridge the gap between expected pension income and lifestyle needs.
Topics will also include
- when to start financial planning and the role of CFP®’s (Certified Financial Planner Professionals), QFA’s (Qualified Financial Advisers) and Retirement Planning Advisers (RPA’s) in supporting individuals
- the role of FPSB and LIA, its members, and its courses in raising standards of financial planning
- how continuous professional development (CPD) supports advisers in pension planning the role of financial education in encouraging the public to engage with their pensions
