When it comes to retirement planning, considering a blended strategy is always important to consider for clients, advisers heard.
Speaking on a panel at PA360 today (25 April), hosted by Strategic Wealth Partners managing director & Chartered financial planner Amyr Rocha Lima, Legal & General strategic partnerships director Darsh Williams said she is seeing "a lot of blends in the market". It was agreed amongst the panel that there has been an increase in retirement clients using annuities. Williams added that she has also seen a lot of phased annuity purchases across the market, while Just Group development and events director Martin Lines highlighted the importance of guarantee. "Blend that guarantee and ha...
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