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

Annuity rates reach 18-year high of 7.75% in July

Annuity rates reach 18-year high of 7.75% in July

Up from 7.66% in April

Sophia Panayi
clock 30 July 2026 • 2 min read
Enhanced annuities: Turning health realities into better retirement outcomes

Enhanced annuities: Turning health realities into better retirement outcomes

'Retirement planning is not about choosing one solution over another but finding the right balance between them'

Mike Batty
clock 20 July 2026 • 3 min read
Robust fact‑finding: Annuities are back but file quality must keep pace

Robust fact‑finding: Annuities are back but file quality must keep pace

'Good quality annuity files tend to have one thing in common: robust fact‑finding'

Shirley Owen
clock 16 July 2026 • 4 min read