Planning for a sustainable income when we retire is perhaps one of the trickiest calculations to undertake as the ever-present spectre of inflation can quickly throw a spanner in the works of any forecasts created.

This will have a significant impact on many of your business-owning clients. However, this is an advisory area where a Retirement Planning Review can have a positive impact.

This campaign pack includes:

• A scope and implementation document, detailing what's in the pack, the premise behind the campaign and how to implement it;
• A draft email to clients;
• A draft email to prospects;
• A copy of the fact sheet “Personal Retirement Planning” that you can attach to the emails;
• A draft email to your staff/partners/directors advising them of these approaches.