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Retirement Advice
Process Guide
Putting the client at the heart
of the Advice ProcessContents
4×Background
5Agree retirement objectives and prioritiesKnow your customer key questionsExample of factors
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How to fill out retirement advice
How to fill out retirement advice
01
Gather all your financial documents, such as statements from retirement accounts, bank accounts, and investment accounts.
02
Calculate your current expenses and estimate the amount you will need to retire comfortably.
03
Consider your risk tolerance and investment goals when deciding on the right retirement plan for you.
04
Consult with a financial advisor or retirement specialist to get personalized advice and guidance.
05
Fill out the retirement advice form provided by your advisor, providing accurate information about your financial situation and goals.
06
Review and finalize the retirement advice form before submitting it to your advisor for review and analysis.
Who needs retirement advice?
01
Individuals approaching retirement age who want to ensure they are financially prepared for retirement.
02
Working professionals who want to start planning for their future retirement.
03
People who want to optimize their retirement savings and investments.
04
Individuals who want professional guidance in making financial decisions related to retirement.
05
Anyone who wants to maximize their retirement income and minimize financial risks.
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What is retirement advice?
Retirement advice is guidance or recommendations provided to individuals regarding planning for their retirement, including saving and investing for their future financial security.
Who is required to file retirement advice?
Financial professionals or advisors who provide retirement advice are required to file retirement advice.
How to fill out retirement advice?
Retirement advice should be filled out by providing accurate and detailed information about the individual's financial situation, retirement goals, risk tolerance, and investment preferences.
What is the purpose of retirement advice?
The purpose of retirement advice is to help individuals make informed decisions about planning for their retirement and achieving their financial goals.
What information must be reported on retirement advice?
Retirement advice must include information about the advisor, the client, the type of advice provided, the investment products recommended, and any potential conflicts of interest.
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