Billy Burrows Q&A: Retirement - The customer journey

Helen Morrissey
clock

Billy Burrows talks to Helen Morrissey about his new role at Key Retirement Solutions and how the customer's at-retirement journey is evolving.

1. Tell me about your new role at Key Retirement Solutions? My title is associate director. The idea is that I will help Key Retirement Solutions (KRS) to develop its proposition in the wake of the new retirement freedoms that came through in the recent Budget. We are passionate about making sure retirees get the best possible outcomes. In the past annuities were a product sale but now it is about getting people to understand what their objectives are and then matching them with suitable products. I will be helping KRS to develop its advice process for this new area and I will be thei...

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

Market turbulance, de-risking for retirement and the crucial role of annuities

Market turbulance, de-risking for retirement and the crucial role of annuities

Annuities are now back to pre-2008 credit crunch levels

William Burrows
clock 17 April 2026 • 5 min read
Why annuities are back on advisers' agendas

Why annuities are back on advisers' agendas

'Another factor bringing annuities back into focus is the evolving tax landscape'

Ahmed Bawa
clock 24 March 2026 • 4 min read
Just guaranteed income for life sales soar amid adviser demand

Just guaranteed income for life sales soar amid adviser demand

Reports IFRS loss before tax of £118m for 2025

Jen Frost
clock 27 February 2026 • 2 min read