PA360 North: SLI means wealth accumulators can 'ride out' volatility

‘SLI can mean sustaining income for the rest of a client’s life’

Isabel Baxter
clock • 1 min read

There are a variety of opportunities that adviser's clients can "ride out" volatility through Secure Lifetime Income (SLI), delegates heard.

Speaking at PA360 North today (4 October), Just business development director Yannis Katsis explored whether retirement income needs a new approach. In his session, Katsis pointed out three key questions that adviser's clients would likely be asking. These were: ‘How do I get a higher income, given inflation?', ‘How do I improve sustainability / financial resilience?' and ‘How can I improve legacy benefits?' A key way that wealth accumulators can "ride out volatility", according to Katsis, is through considering SLI. This is because guaranteed lifelong income is paid into a client'...

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