- Helping members of occupational pension schemes to better understand their benefits.

18th April 2019
:: Adviser | Make more business | Definitely good for business!

Pension education? – Definitely good for your business!
Without a shadow of doubt, pension education works - for your client, and for you.
In 2006, financial education charity, Life Academy*, began a series of one-day workshops, designed to motivate individuals to make decisions about their retirement planning.
Data was collected from participants at various stages. At the end of the workshop there was a 140% increase in intention to take action. Just three months later, the final evaluation revealed extraordinary results:
45% had sought financial planning advice
45% had increased their savings / investments for retirement
25% of those eligible had increased their contributions to their pension
77% had looked at their occupational / personal pension fund statement and forecast
59% had obtained a forecast of their state pension
27% had changed their intentions about retirement (with the majority intending to work longer)
YOU can provide pension education for your clients.
Our Group Subscriptions licence means you can provide a ready-made pension education service to your clients.
Every Factsheet your clients read, recommends they seek further guidance and advice. Pension education means YOU will be there to help your clients identify and fill any gaps in their pension provision, creating new business enquiries for you.
Pension education actively works to increase your business.
* Read the full article written by Stuart Royston of Life Academy

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