Retirement today is vastly different from the past. Clients now envision retirement as an active, fulfilling phase involving family time, occasional work, volunteering, and travel. They start planning earlier to maximise both pension entitlements and assets for future generations.
Join Dr. Katherine Hunt in an interactive session exploring how these mindset shifts impact ethical financial advice. Through case studies and ethical theories, you’ll learn how to communicate effectively with clients about Retirement 2.0 and deliver more value.
Learning Outcomes:
By the end of this session, you will be able to:
- Recognise how clients' retirement perceptions affect their goals and expectations, and align your advice with ethical principles and clients' values
- Address the ethical challenges and dilemmas of retirement planning in the current context, and uphold professionalism and integrity
- Communicate ethically and effectively with clients about Retirement 2.0
- Understand how the Code of Ethics interplays with best practice to engage clients in the changing landscape of advice.
CPD: 1.0
Duration: 60 min
Expiry: 30 June 2025
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Ethical financial advice for the modern retiree: navigating retirement 2.0
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