Peter Docherty: Addressing the retirement confidence gap

Why are advised investors more optimistic than their advisers?

clock • 4 min read

The Embark Investor Confidence Barometer has identified a clear retirement confidence gap between clients and advisers. Peter Docherty explores the issues thrown up...

The client-adviser relationship can sometimes feel like walking a tightrope, with advisers offering a steadying hand as clients step towards their future. The end destination ought to be a comfortable and enjoyable retirement, but there are inevitably going to be difficult moments to navigate en route. Factors such as market volatility, potential illness, and inflation might get in the way and present periods of stress. Advisers, however, can use a number of tools to help keep their clients from toppling over on their journey. Central to this is building a trusted and strong relationship...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Pensions

Administrators reach sale deal for PSG's Unity SIPP

Administrators reach sale deal for PSG's Unity SIPP

Scheme operated around 5,500 SIPPs

Jen Frost
clock 10 January 2025 • 2 min read
Pension predictions for 2025: IHT, 'mega funds' and targeted support

Pension predictions for 2025: IHT, 'mega funds' and targeted support

PA talks to retirement experts about what 2025 has in store

Jenna Brown
clock 09 January 2025 • 3 min read
Initial 900 SIPP clients transfer out of stricken Hartley Pensions

Initial 900 SIPP clients transfer out of stricken Hartley Pensions

Hartley went into administration in July 2022 over ‘toxic’ investments

Jenna Brown
clock 07 January 2025 • 1 min read