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The suitability of robo advice at-retirement.
5th September 2016
Jonathan Watts-Lay, Director, WEALTH at work, joined a panel of experts for a round table discussion shedding some light on the suitability of robo advice at-retirement.
Watts-Lay believes that the best approach is to have a well thought out plan rather than simply going through a ‘robot’ to be sold a one off retirement product as a source of retirement income.
He says; “It’s unrealistic to rely on one financial product for 25 years. Instead, you need a service notion.” He adds, “The clear trend is that people want flexibility, with the support to help them.”
To read the full article in Pensions Expert, please click here.
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