Retirement financial advice Definition | Legal Glossary | LexisNexis
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GLOSSARY

Retirement financial advice definition

What does Retirement financial advice mean?

‘Retirement financial advice’ is widely defined as advice in respect of the person's financial position, including their pension arrangements and the use of their pension fund. This definition is meant to cover holistic retirement advice given on the basis of all factors relevant to a member’s retirement, not just the pension pot used to fund that advice.

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