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Retirement Planning Project

The Retirement Planning Project aims to help as many people as possible achieve a more financially secure retirement by helping them make better retirement planning decisions.

Pensions and retirement planning are a serious business

Pensions and retirement planning are important but many people in the UK bury their head in the sand when it comes to retirement planning and so risk losing out financialy when they retire. Therefore, it is important to take retirement planning seriously but becuase there is an 'advice gap', many people do not know who to trust and where to turn to for help and advice.

Closing the advice gap

The project will help to narrow the advice gap by making it easier to learn about pensions and retirement planning and will help to make it easier to get the right help or value for money advice.

I cannot do this single handed so I am looking for 'project partners' and 'project advisers'to help me.

Information, help and advice

Many people find retirement confusing, complex and boring. We aim to make the complex simple and to make planning as interesting as possible by providing:

Join the project now - it's free

Questions and Answers

What happens when I join for the Retirement Planning Project?

You will be able to access all of the project's resources including;

  • Free retirement guides
  • Calculators and charts
  • Videos and podcasts
  • Q&A forum and helpline
  • Introduction to financial advice

You will also be subscribed to receive our regular retirement newsletter and updates.

We treat your privacy seriously and your data will not be shared with anybody else and you will not be contacted unless you request contact first.

Who is running the project?

The project is run by the well-known and respected financial adviser William Burrows who has written most of the educational material and programmed the annuity and drawdown tools.

William has over 25 years’ hands-on experience of advising clients and has written many acclaimed retirement planning guides including; “Retirement is a journey not an event” and “Retirement advice; an art or an science?”

The inspiration for this project came from the experience of running the "Emergency Financial Advice" project in 2020 when a group of over 50 financial advisers offered help and advice to anybody affected by the Covid 19 pandemic.

What is the catch? - are you just trying to attract new clients?

There is no catch - I am passionate about helping people make the best possible decision at retirement and as a previous pension minister once said to me "we have the scars on our backs from trying to be the customer champion".

For over 25 years I have been providing free information about retirement income and given free access to my calculators and charts as well as answering questions on retirment matters. I am now making this information available through the project to help people make the most of their retirment savings.

What areas of pensions and retirement planning are included in the project?

All aspects of pensions including annuities and pension drawdown as well as other personal finance matters, e.g. investments, wills, Lasting Powers of Attorney and equity release, but not debt consolidation.

Is the project regulated and does it give financial advice?

The project is not regulated by the FCA because it is only providing information and does not give financial advice in any way whatsoever.

Anybody who wants financial advice will be referred to a regulated financial adviser such as Better Retirement.

William Burrows is a financial adviser at Better Retirement and anybody referred to him for advice will be advised in accordance with the relevant FCA regulations.

If people are referred to other advisers (project advisers) they will be advised in accordance with the relevant FCA regulations for that firm.

I am involved with a workplace pension - how can the project help us?

Workplace pensions can easily direct their employees to the project's website where they can access all of the resources and take advantage of the free 'toe in the water' meeting with an adviser.

No formal appointment is necessary. However, it is possible to set up a bespoke version of the Retirement Toolbox with dedicated material tailored to the specific scheme.

I am a financial adviser - what's in it for me?

Many advisers register and use my website for my annuity rates, calculators and charts and I am glad they find this useful.

Advisers can also join the project to brush up on their retirement skills and keep up to date with the latest information.

I will be inviting financial advisers to join the project as 'project advisers' to help with introductions to advice and to take client referrals.

How is the project financed?

In order to keep the project independent and unbiased, the project and website and is funded by William Burrows and there is no external funding or sponsorship.

The Retirement Journey

Join the Project

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I am an individual

I have a workplace pension

Scheme adviser

A financial adviser

Company (optional)

 

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