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Keyword: Retirement

740 results found
meeting

When a client moves to a new employer, decisions about their employee pension plan can have a profound effect

woman working on laptop

Working in retirement offers psychological and financial benefits for clients, but it also affects their financial plans

Pension saving

For the first time, a second earnings ceiling will be used to determine additional contributions

  • By: IE Staff
  • November 1, 2023 November 1, 2023
  • 11:12

Just as older clients' needs vary, so too do advisors' techniques and priorities across each industry channel

Ayana Forward

A passion for sports helped kick-start Ayana Forward’s business career. Today, she runs an independent fee-only practice

home ownership

New research looks at what's preventing advisors from recommending home equity release schemes

Firms need to address gaps in estate-planning support as cohort of elderly clients grows

senior colleague back to work with face mask greeting on each other in office morning stock photo

Reducing hours and stress could entice older workers to stay employed, survey finds

Money garden

John Yanchus of Canada Life says annuities are increasingly popular in the current economic climate, and they have a lot going for them

Young worried woman with empty piggy bank

A new survey shows Canadians anticipate working an average of six years longer than they would like