We went on the road for a few weeks at the start of this year to meet and discuss your challenges and successes around retirement planning. We invited experts Mark Polson, Sir Steve Webb and Sarah Pennells of Royal London, to share their insights and lead our debate on Planning for a sustainable retirement income.
The focus was on how regulation and a changing – and ageing population – are making planning for a sustainable retirement income increasingly challenging.
We shared some interesting case studies generated from research carried out for us by the lang cat as well as a policy paper from Royal London on intergenerational wealth, that we thought you might find interesting.
Read any of our five adviser insights case studies to find out how other firms are managing challenges of retirement planning, sustainable income, intergenerational wealth and more.
With the retirement income market an area of continued growth and focus, we wanted to better understand how advisers are dealing with the broad spectrum of needs, priorities, risks and options to be considered with and for their clients. In short, their retirement philosophy. Working with our friends at the lang cat, we spoke with a number of advisers to find out what a centralised retirement proposition (CRP) means to them, how it may (or may not) fit into their proposition and their views on some of the key themes around retirement income planning.