Retirement Planning | RL360 Regular Savings Plan product

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HAVE YOUR CLIENTS STARTED SAVING FOR THEIR RETIREMENT YET - IF NOT, WHY NOT?

 

For many people retirement is an event way out on the horizon. However, as the old saying goes, “time and tide wait for no one” so it’s easy to neglect plans for retirement whilst clients focus on the events of the here and now. 

 

Starting early

 

Clearly the sooner they start saving, the greater the chance of building a nest egg to fund a long and happy retirement. So, whenever they decide to retire, the importance of making sure they have enough money to maintain a comfortable lifestyle shouldn’t be underestimated.

 

Plan for a longer retirement

 

People are living longer today than at any other time so without a retirement plan in place, they may need to work longer to support themselves financially during retirement. 

 

In addition, many people can no longer rely on their own government to help support them in retirement as they continue to increase the national retirement age.

 

Whatever clients dream of in retirement, our Regular Savings Plan can help whether that means:

 

  • Ticking experiences off their bucket list
  • Having the financial freedom to spend time with family and friends
  • Lessening the burden of financial worries as generations are living longer
  • The ability to pay for ongoing medical costs

 

Our Regular Savings Plan is designed for investors looking to save over the medium to long term.