Redefining Retirement with Dan Haylett

Prepared for UK professional advisers only. Host Nathan McKerlie speaks with Dan Haylett, Director of TFP Financial Planning Ltd. They discuss Dan's journey into financial planning, why he champions fixed fees, and how to reframe retirement as a life transition focused on meaning, not just money.

They discuss the limits of spreadsheet-only planning, the psychology of spending and giving, practical ways advisers can help clients prepare for the “second half” of life, and tips for firms on designing services and materials that drive better outcomes.

Dan also shares how clear visuals can help clients take ownership of retirement decisions and why retirees should consider spending and purpose, not just preservation.

Nathan McKerlie is partnerships manager at Albemarle Street Partners. 

 

Website 

To learn more about Albemarle Street Partners, visit aspim.co.uk 

 

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