The changing role of advice in modern day retirement planning

Presented by

Cecilia Furner - Strategic Account Director at Legal & General

About this talk

This is not a consumer advertisement. It is intended for professional financial advisers and should not be relied upon by private customers or any other persons. The world of retirement has radically changed – a carriage clock retirement no longer exists and a one product approach is no longer relevant. Retirement is far from the ‘colourless’ label that we appear to have given it. As client expectations, aspirations and needs continually evolve, the retirement plans and solutions we build need to provide greater flexibility and security. In this presentation Cecilia Furner, Strategic Account Director at Legal & General, will assess how retirement has changed, what this means for retirement planning and how a multitude of solutions can be layered together to help achieve your clients’ objectives. By the end of the webinar: - You will have a greater understanding of how evolving macro and socio-economic factors are impacting and radically changing retirement norms - You will have a greater understanding of how these changes call for more tailored and flexible retirement plans - You will be able to better evidence how a range of solutions can be layered to provide clients with security, flexibility and control - You will be able to identify the changing role of advice in modern day retirement planning and the shifting focus towards ‘life planning’

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