A Guide to the Importance of Understanding Longevity When Planning for Retirement (MAR 2020)


This guide evidences why life expectancy is important when planning for retirement income and builds a story about why this matters and how people can go about – with our help – making their plans accordingly.

Tackling retirement affects everyone. The content within this title aims to stress how:

  • Retirement is probably going to be much longer than most people would think
  • That future generations are likely to have a different economic position to manage than is currently the case
  • That planning for retirement is a highly skilled activity, which justifies time being spent and the very best advice being sought
  • That the mixed bag of factors that need to be considered and balanced requires careful and accurate forecasting

The guide starts with dispelling a myth or a misunderstanding, a valuable piece of information and communication on its own merits, but then links the outcome of what is really the case (i.e. that your expected end of life is quite a bit later than your life expectancy) to how this makes a difference to your financial planning.

To read the full guide click on the link below:

A GUIDE TO THE IMPORTANCE OF LONGEVITY WHEN PLANNING FOR RETIREMENT INCOME.pdf


 

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