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Guidance Prior to Retirement
27th May 2014
Jonathan Watts-Lay, Director, WEALTH at work comments in FTAdviser on how a system needs to be in place to ensure that everyone receives guidance prior to retirement.
Speaking to FTAdviser, Watts-Lay comments on how WEALTH at work are well placed to offer a service along the lines of the model they already operate.
Watts-Lay comments “As long as the funding is in place, we could provide this, as we have the infrastructure in place. I think £50 per head would cover costs and pension schemes should pay for this. If sessions are held in a single location for a day, two in the morning and two in the afternoon, with around 20 people at each, £50 per head would cover all costs.”
“If trustees are following the guidance then the guidance guarantee given by them would only need to be a year before they make an immediate decision. The two can work together very well.”
Please see FTAdviser to learn more.
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