Designing a Holistic Model of Advice to Improve Retirement Planning

  • Earl, Joanne (Primary Chief Investigator)
  • Gerrans, Paul (Chief Investigator)
  • Wijeratne, Chanaka (Partner Investigator)
  • Lennon, Jacqui (Partner Investigator)

    Project: Research

    Project Details


    We aim to improve retirement planning through the design and application of a new model integrating financial advice with career and health planning to optimise financial and psychological outcomes. We will test a multidisciplinary, holistic model of advice combining specialist knowledge in careers, health, and finances. Expected outcomes of the project include evaluating the use of a broader range of experts during retirement planning and developing a model for the future training and development of financial advisers. By optimising the timing of workplace exit, we can decrease reliance on pensions and encourage earlier and on-going engagement in the retirement planning process. This will provide significant social and economic benefits.
    Effective start/end date28/07/2027/07/23