Supporting Clients Close to Retirement

The team at UCWB is working on an innovative project; they are developing a toolkit of financial resources for Financial Counsellors and Financial Capability Workers to use to support clients approaching retirement age (50 to 65).

They would like to invite FC and FCWs to share their experience working with this cohort by completing this survey https://forms.office.com/r/t8rsXdfHP2. It will take 5 -10 mins to complete. UCWB plan on sharing these resources at the end of this project.

This project is supported by funding from the Office for Ageing Well through the Positive Ageing Fellowship Grant.