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Make sure they're golden

If your clients' are banking on the good life when they retire, they need to realise that it's a goal they have to reach for throughout their lives, not at the point of need, says Joe Hawes

17 February 2016

Let's face it, whose clients don't dream of early retirement?

With many people having to wait until 68 for their state pension to begin paying out, the concept of early retirement is looking less and less achievable for many.

In a lot of cases, just knowing that they could retire at the age of 55 (even if they ultimately decide not to) can make those final years of work much more enjoyable and less stressful.

Sadly, there are no short cuts to funding a comfortable retirement (without a lottery win, of course).
For all but the most wealthy, the likelihood is that they will go through their careers with a number of different employers, collecting an array of different pension plans and investments - possibly acquiring investment properties or other wealth along the way - but never really knowing where it is all leading or what they should be doing with it.

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