Technical Hub

Retirement healthcheck

Accurium’s retirement healthcheck makes it easy to talk about retirement goals and objectives with your clients. It is designed to show your clients you put their needs at the forefront of the conversation.

Accountants who engage in conversations about retirement will likely find their clients appreciate the time taken to understand their situation and address their concerns with insight and expertise. The retirement healthcheck becomes the talking point that can lead to deeper relationships, better outcomes and a more profitable business.

This section of the Technical Hub contains materials to assist you in using and implementing the retirement healthcheck within your organisation.

What is the retirement healthcheck? Click here for more information.

Video: An introduction to the retirement healthcheck

An introduction to the retirement healthcheck

Video: How to use the retirement healthcheck and explain the results to your clients

How to use the retirement healthcheck and explain the results to your clients

Video: Plotting the course: Navigating retirement

Plotting the course