S7E7 Ethics of Age Pension Advice

Challenge the Standard in Financial Advice · Jan 29, 2026 · 1h 6m

As a financial adviser, you no doubt know some stuff about the Age Pension. The Income Test. The Assets Test. Thresholds, limits, reduction factors - a fair bit of stuff.

But how do you tackle some of the ethical considerations?

How do you balance client best interests with client intentions - especially when some of those intentions can be a bit dicey?

In this week's episode, we explore this fundamental part of retirement advice and try to add some new details and nuance to your approach.

And, for keen listeners, let us know your answer to the $10,000 question - where has this 'rule' come…