The human element of retirement planning and being there for clients is becoming ever more important, delegates at PA360 heard yesterday (1 May).
Speaking on a retirement income panel, Strategic Wealth Partners managing director & Chartered financial planner Amyr Rocha Lima, Legal & General retail distribution director, retail annuities, Cecilia Furner, Balance: Wealth Planning managing director and financial planner Rebecca Aldridge, and Just development and events director Martin Lines shared insights on the current retirement income landscape. Rocha Lima outlined on the evolving retirement landscape and how advisers should make their services adaptable for clients. He also noted the "human element" of retirement and how advi...
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