Common use of Retirement Planning Clause in Contracts

Retirement Planning. It’s important to know whether the money you are saving towards retirement will provide you with sufficient funds to meet your retirement objectives. We can work with you to proactively plan for your retirement and help you decide on the options available once at retirement. • Protection planning: Most of us want to protect the things that are important to us, our family, business and quality of life. Protection planning can help to provide peace of mind in the event of your income changing due to unexpected events. We can help you plan for the best way to protect you, your family or your business. We’ll only start work once we have agreed our services and charges with you. We’ll give you a copy of our Client Agreement – investment and protection (terms and conditions) which will set out the services we have agreed to provide and confirm how much this will cost.

Retirement Planning. It’s important to know whether the money you are saving towards retirement will provide you with sufficient funds to meet your retirement objectives. We can work with you to proactively plan for your retirement and help you decide on the options available once at retirement. •  Protection planning: Most of us want to protect the things that are important to us, our family, business and quality of life. Protection planning can help to provide peace of mind in the event of your income changing due to unexpected events. We can help you plan for the best way to protect you, your family or your business. We’ll only start work once we have agreed our services and charges with you. We’ll give you a copy Part 2 of our Client this Agreement – investment and protection (terms and conditions) which will set out the services we have agreed to provide and confirm how much this will cost.

Retirement Planning. It’s important to know whether the money you are saving towards retirement will provide you with sufficient funds to meet your retirement objectives. We can work with you to proactively plan for your retirement and help you decide on the options available once at retirement. • Protection planning: Most of us want to protect the things that are important to us, our family, business and quality of life. Protection planning can help to provide peace of mind in the event of your income changing due to unexpected events. We can help you plan for the best way to protect you, your family or your business. We’ll only start work once we have agreed our services and charges with you. We’ll give you a copy of our Client Agreement – - investment and protection (terms and conditions) which will set out the services we have agreed to provide and confirm how much this will cost.

Retirement Planning. It’s important to know whether the money you are saving towards retirement will provide you with sufficient funds to meet your retirement objectives. We can work with you to proactively plan for your retirement and help you decide on the options available once at retirement. • Protection planning: Most of us want to protect the things that are important to us, our family, business and quality of life. Protection planning can help to provide peace of mind in the event of your income changing due to unexpected events. We can help you plan for the best way to protect you, your family or your business. We’ll only start work once we have agreed our services and charges with you. We’ll give you a copy Part 2 of our Client this Agreement – investment and protection (terms and conditions) which will set out the services we have agreed to provide and confirm how much this will cost.