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We've identified six phases that begin to set out a simple journey an individual takes through to retirement and beyond. For each of these phases, we look at some of the things a client could be thinking about at that time. This might help you when starting conversations with them or if you're looking to develop your business by reaching new clients.
Retirement life phases are useful to identify generic themes that may be on a client's mind at that point of time. But to get a better understanding of specific needs, we need to take a closer look at the types of clients that sit in those life phases.
We reviewed our current book of customers to identify 8 different types of people who have looked to us to provide them with a particular solution to a financial need.
We have put together a suite of support material to help you reach potential clients in your area. Some of the material is specific to the client type, with other material more generic around the retirement life stage.
The support material includes posters, leaflets, sample approach letter and email text as well as sample content to use in social media or online. We also have guides that can help you develop and run a marketing campaign.
Explore our support material to help you take the next steps.