PA360 North: Advice at heart of complex retirement income decisions

Layered retirement income crucial for good outcomes

Jenna Brown
clock • 4 min read

Financial advice is an essential part of ensuring good retirement outcomes for clients who are faced with a multitude of income choices, delegates heard.

Speaking at PA360 North on 5 October, panellists from Legal & General (L&G), Just and Aviva Financial Advice outlined their views on how retirement had changed, what clients needed from their advisers and why layered income options were important, especially in light of the current economic situation. L&G strategic partnerships director Cecilia Furner (pictured) said her outlook was "retirement outcome-focused" and advice was very important during the complex journey. She said: "Retirement has changed, client needs have changed. We are retirement outcome-focused. "Of course, your r...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Income

Annuity revival continues as adviser quotes up 64% in past decade

Annuity revival continues as adviser quotes up 64% in past decade

But interest rate cuts coincide with quote volume dip in Q3 and Q4

Jenna Brown
clock 25 February 2025 • 3 min read
Annuity sales soar to £7bn in 2024 with more retirees taking advice

Annuity sales soar to £7bn in 2024 with more retirees taking advice

More joint life and inflation-linked policies purchased

Jenna Brown
clock 12 February 2025 • 3 min read
Gilt yield drama makes rising annuity rates 'hard to ignore'

Gilt yield drama makes rising annuity rates 'hard to ignore'

Dramatic spike in government borrowing costs

Jenna Brown
clock 13 January 2025 • 4 min read