A New Era for Retirement Income Advice: Secure Lifetime Income

Presented by

Jacqueline Wilkins and Steve Cutler, Just

About this talk

Alongside Just’s series on a New Era, this program looks at how product development can help with the key elements of retirement income advice. The use of platform technology has had a huge impact over recent years and many firms are using this technology to manage client assets. In this webinar we revisit some of the key elements and look at how to overcome the regulatory, risk and advice challenges using platform technology. We look at the addition of a secure lifetime income alongside flexible assets. It’s an opportunity to draw on many of the principles from the other sessions and discuss the added flexibility that a combination approach brings. Learning objectives: • Understand the features and benefits of Secure Lifetime Income (SLI) and how it can improve outcomes for retirees • Learn how SLI can improve the probability of success for the overall drawdown portfolio • Understand the types of client for whom SLI would be suitable

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