Beyond the Horizon: Navigating the New Landscape of Retirement Solutions скачать в хорошем качестве

Beyond the Horizon: Navigating the New Landscape of Retirement Solutions

Retirement isn’t the finish line—it’s a new chapter shaped by evolving dreams, shifting priorities, and unexpected challenges. This session examines how economic uncertainty and changing behaviours are redefining how clients view their future. It also explores the changing landscape of retirement income solutions, including the future of annuities and equity release, and how these products are converging to meet more complex client needs. We’ll discuss how advisers can turn these shifts into meaningful opportunities—by uncovering clients’ true aspirations and building holistic, flexible plans that deliver confidence, clarity, and long-term peace of mind. Learning Objectives 1. Explore the shift from accumulation‑focused planning to holistic retirement strategies 2. Recognise the strategic role of property wealth and guaranteed income in modern retirement planning 3. Identify how advisers can enhance value through effective communication and collaboration Speakers include: Katrina Lloyd - Editor-in-Chief, Professional Adviser Nick Birdseye - Strategic Partner Development Director, L&G Home Finance Joanne Coan - Strategic Partnership Director, L&G Retail Retirement