Understanding a client’s financial and emotional needs is essential in retirement planning, especially when they move from accumulation to decumulation. Oxford Risk’s ‘Retirement Income Suitability’ solution is designed to help advisers personalise decumulation strategies by incorporating both financial needs and psychological insights into their solutions.
Oxford Risk’s Head of Behavioural Finance, Dr Greg Davies and Jean-Paul Grenade, Just’s Director of Retail Income Distribution discuss the importance of integrating behavioural finance into retirement planning, ensuring clients’ unique emotional responses to spending are considered alongside their financial goals.
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