Just Group plc’s Post

Watch Just Group’s Head of Secure Lifetime Income unpack the complexities of combining a guaranteed income with an investment portfolio in retirement planning. He delves into interrelated questions about how much of a client’s assets should be allocated to a guaranteed income and how much investment risk should be taken with the remaining assets. Watch it in full and download the paper here. #JustBlends #RetirementPlanning. https://ow.ly/rwmn50R7beM

Watch Just Group’s Head of Secure Lifetime Income unpack the complexities of combining a guaranteed income with an investment portfolio in retirement planning. He delves into interrelated questions about how much of a client’s assets should be allocated to a guaranteed income and how much investment risk should be taken with the remaining assets. Watch it in full or a series of bite sized videos here. #JustBlends #RetirementPlanning. https://ow.ly/x4fw50QJkvG

Are you poised to embark on the journey towards financial emancipation? Whether it is your goal to aid clients in their retirement planning, secure their family’s future, or grow their personal wealth, Prime Investments stands ready to extend tailored enablement solutions that can help you achieve exactly that. that. #primeinvestments #investing #valueinvesting #investing101 #passiveincomeinvesting #impactinvesting #investinginmyself

Talking Money 💰 Tell me what you want- what you really, really want! A major discussion that we like to have when retirement planning stems from one that many advisors in the industry don't even have, according to Joe Mateja, Investment Advisor Representative. On today’s Talking Money, Joe explains the importance of making sure you’re addressing all of the possibilities with your advisor when putting together your written retirement income plan. Check it out- https://lnkd.in/g-jD74ed

In this edition of the Wealth Debrief Exchange, David Veary and Tiaan Herselman, CFP® have an insightful discussion that goes beyond the surface of the recently announced budget, uncovering practical insights that were not explicitly addressed. Additionally, they delve into the Two Pot retirement system and its potential ramifications on retirement planning. Tiaan also explores its transformative effects and the strategic implications it holds for financial planners and clients.   #OldMutualWealth #integratedwealthplanning #wealthmanagement #financialplanning #InvestmentOpportunities #RetirementPlanning #Budget2024 #TwoPot #ExpertInsights

Only 2% of advisers are confident that their retirement proposition does not need to change following the Financial Conduct Authority (FCA)'s thematic review of retirement income advice, according to a poll of advisers attending our recent #RethinkingRetirement roadshows, run with our sister firm Wealthtime. You can download our recent research into retirement strategy here: https://lnkd.in/e6qfSRaa https://lnkd.in/eyn9XfXZ

It’s #FindAnAdvisorFriday! This week we are featuring Joseph Curry B.Sc., CFP, CEPA, CHS, president and financial planner with Retirement Planning Simplified in #peterborough . Find out more about his services in The MoneySense Find a Qualified Advisor Tool (tap below). #itpaystoknow https://lnkd.in/eNhjDJmn #planning #investmentplanning #financialgoals #financialplanning #wealthmanagement #retirementplanning

Join Stephanie Aliaga and I as we discuss the unique challenges and opportunities that this election year presents for retirement planning and key principles for long-term investing. Register today: https://bit.ly/3XhdM46

The most important premise of retirement planning is simply to determine if the money will last. Calculate how long your money will provide you with an annual income. Advisors who integrate financial calculators into their services demonstrate a commitment to empowering clients with the knowledge and tools they need to achieve financial success. https://lnkd.in/gKVkW6Xu

Citizens Wealth Management partnered with The Wall Street Journal to outline a new view of retirement planning. Head of Citizens Wealth Advisors, Michael Cherny, shares how the right wealth advisor can make all the difference when planning for the future. Check out more of his insights and the full video here: https://lnkd.in/ef3Hyahh #CitizensColleague #WealthManagement #RetirementPlanning