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Prudential: Billy Burrows Retirement is a journey, not an event
Retirement news for Financial Advisers and Paraplanners
12 Jun 2017
Prudential recently commissioned an interactive guide with Billy Burrows, Director of Retirement IQ, focussing on the four key stages of retirement.
The guide is written in a Q&A format, making it a great resource to dip in and out of. Each area is interactive and allows you to click straight into the content that matters to your adviser during a conversation. The guide will also help you open up new areas for discussion.
What does each area address?
- The “Before retirement” section looks at defined benefit transfers, consolidation and pre-retirement investment strategy
- The “At retirement” section looks at the choice between annuities, drawdown and sustainable income
- The “During retirement” section looks at how to manage SORR and reviewing drawdown plans
- The “Later retirement” section looks at equity release and estate planning
View the guide here.
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