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Swipe file

Answers to the hard pension questions

How to use this swipe file

Use this in your welcome pack and when you reply to a worried client. Calm, honest wording builds trust before the first meeting.

What is inside

Can I take it all out
Will my money run outBe honest that nobody knows how long they will live or how investments will behave.
What if markets fall
What if I dieAsk about the forms.
Should I move my old pensionSay it depends and say why.
What does it cost to ask you

Three title ideas for your own version

Answers to the hard pension questions
What to say when a client is worried about their pension
Plain wording for difficult pension conversations

Where to promote it

Your client welcome packLinkedIn poststhe first reply to an enquiryyour website

Why give advisers wording for hard questions?

The questions people find hardest to ask are often those that bring them to an adviser. Careful wording helps you explain without giving advice too early.

Make this swipe file your own

The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.

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