Later-life planning is about more than money: it is about helping clients achieve their lifestyle goals and provide for their families while making provision for unexpected events such as long-term care. But the changing nature of advice and the shifting needs of today’s investors makes later-life financial planning a hugely responsible task.

As investors deal with big - and sometimes unpredictable - life changes they will require a financial plan that can help them cope with whatever comes their way. Meanwhile, with the economic environment, pensions policy and tax legislation constantly changing, advisers need to be aware of how these changes can affect accumulation and decumulation. What do advisers need to know when looking to advise this demographic? How do soft skills intertwine with the financial planning process? And what processes should advisers put in place to ensure the advice they give is delivering the best client outcomes?

Join FTAdviser at this event where leading UK-based financial advisers, regulators, policymakers, and tax and legal experts will discuss the latest industry insights and share best practices to help advisers develop their knowledge and identify ways to best support clients needing later-life planning.

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