What are you telling your clients about retirement strategies? Survey

The COVID-19 pandemic has had a significant impact on people’s retirement prospects and the retirement incomes of those who have already left the workforce. As a financial adviser, how are you handling this?

Ahead of our Retirement Incomes webinar on 15 July, Money Management is seeking to gain a picture of how financial advisers are dealing with their clients and we would appreciate you completing the following short survey.

Results will be shared both in news stories and, in more detail, as part of the webinar: https://fowmadvice.moneymanagement.com.au/2020-webinar-series

1.What proportion of your time is directed towards the delivery of retirement income advice?

2. To what degree has the uncertainty generated by the COVID-19 pandemic increased the level of inquiry from both pre-retirees and those in retirement phase?

3.What have you been discussing with those clients looking to maintain or increase their income in this low interest rate, low dividend period?

Current Progress,

0 of 8 answered