Retirement is no longer a moment, and neither is the advice opportunity
Read this article from PIMFA Journal Edition #34 about how retirement is evolving from a single financial milestone into a decades-long phase of life, creating new opportunities for advisers to deliver holistic, whole-of-wealth planning that spans income, tax, property, inheritance, and intergenerational needs.
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Pensions
Saving a portion of income to facilitate long-term goals, like buying a car, paying for college, or buying a house, which often take months or years to reach.
Join us for the PIMFA Retirement Planning Conference 2026, where leading experts will explore the future of retirement planning, pensions policy, advice and client outcomes. …
£295.00 – £630.00
Date & Time: 11th Nov 2026 (8:15) - 11th Nov 2026 (18:30)
CPD: TBC
Location: Eversheds Sutherland
PIMFA Queries Compendium
This Queries Compendium represents PIMFA’s first publication bringing together a selection of the queries raised by our member firms over the past two years. The queries encompass a wide range of regulatory and operational topics, and we have included those that remain most pertinent and of continuing value to our membership.