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

Targeted support: FCA rules out specific annuity suggestions

Targeted support: FCA rules out specific annuity suggestions

Firms must signpost consumers to MoneyHelper’s annuities comparison tool

Jenna Brown
clock 30 June 2025 • 3 min read
How annuity underwriting needs to change to meet Consumer Duty

How annuity underwriting needs to change to meet Consumer Duty

'This is an industry systematically delivering poor outcomes'

Andrew Gething
clock 24 June 2025 • 4 min read
Annuities in a post-freedoms world: The need for rebranding and repositioning

Annuities in a post-freedoms world: The need for rebranding and repositioning

‘The challenges facing today’s retirees are intensifying’

Steve Butler
clock 22 May 2025 • 4 min read