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

Smoothing the dash to drawdown: Defending against sequencing risk and volatility drag

Smoothing the dash to drawdown: Defending against sequencing risk and volatility drag

'A new class of on-platform smoothed funds could be particularly useful'

James Tothill
clock 25 November 2025 • 4 min read
Doug Brodie: Using investment trusts to solve the drawdown problem

Doug Brodie: Using investment trusts to solve the drawdown problem

Part one in a series...

Doug Brodie
clock 14 November 2025 • 4 min read
'A hard act to beat': Annuity pricing and value for money

'A hard act to beat': Annuity pricing and value for money

‘People cannot have their cake and eat it (although they try)’

William Burrows
clock 04 November 2025 • 5 min read