Bridging the gap: Client expectations vs reality in retirement

IFGL’s next chapter and the launch of pensions dashboards

In this episode of The Long Game, Rachel Meadows is joined by IFGL Group CEO Rob Allen to discuss his first year leading the business and the direction of the wider IFGL Group. They explore the Group’s evolving purpose, the importance of putting customers and advisers at the centre of the business and how IFGL is working to improve communication, transparency and customer outcomes through better service and digital tools. The conversation also focuses on the upcoming launch of pensions dashboards and what they could mean for advisers and internationally mobile clients. Rachel and Rob discuss the opportunities dashboards could create around pension consolidation, retirement planning and reconnecting customers with lost pension pots, as well as the practical steps advisers can take ahead of launch later this year.

Navigating upcoming pension changes

In this episode of The Long Game, Rachel and Steve discuss significant upcoming changes in pensions, particularly focusing on inheritance tax implications and the increase in the normal minimum pension age. They explore how these changes will affect financial advisors and their clients, emphasising the need for awareness and proactive planning. The conversation highlights the challenges in lobbying for changes and the importance of education in navigating the evolving pension landscape.

The changing roles of QROPS and SIPPs

In this episode of The Long Game, Rachel and Steve are joined by David White from QB Partners [https://www.qbpartners.co.uk/] to discuss how the roles of SIPPs and QROPS are shifting in international pensions. They explore forthcoming tax changes and cross-border planning opportunities, highlighting what advisers need to understand in a rapidly changing landscape. A conversation that brings welcome clarity to a complex area.

Bridging the gap: Client expectations vs reality in retirement

The latest Global Advice Study [https://www.ifglpensions.com/what-we-do/global-advice-study-outcomes.htm] reveals a growing gap between retirement expectations and reality. Are your clients heading for a shortfall? In this episode, we’re joined by Nigel Danzelman, Head of Marketing Services & Communications at IFGL, to unpack what the findings mean for financial advisers — and the conversations that really matter.