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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: Billy Burrows – Retirement is a journey, not an event

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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