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Beyond the Horizon: Navigating the New Landscape of Retirement Solutions

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Webinar Overview

Retirement isn’t the finish line—it’s a new chapter shaped by evolving dreams, shifting priorities, and unexpected challenges. This session examines how economic uncertainty and changing behaviours are redefining how clients view their future. It also explores the changing landscape of retirement income solutions, including the future of annuities and equity release, and how these products are converging to meet more complex client needs. We’ll discuss how advisers can turn these shifts into meaningful opportunities—by uncovering clients’ true aspirations and building holistic, flexible plans that deliver confidence, clarity, and long-term peace of mind.

Learning Objectives

Explore the shift from accumulation‑focused planning to holistic retirement strategies
– Participants will examine how integrating pensions, property wealth and long‑term financial planning supports more sustainable and adaptable client outcomes.
Recognise the strategic role of property wealth and guaranteed income in modern retirement planning
– Participants will gain insight into how housing equity and guaranteed income solutions can enhance resilience, meet income needs and improve long‑term client security.
Identify how advisers can enhance value through effective communication and collaboration
– Participants will understand how to translate complex retirement concepts into client‑friendly conversations and why industry collaboration is essential for meeting evolving consumer expectations.

Presenters

Katrina Lloyd

Editor-in-Chief, Professional Adviser

Katrina Lloyd has been editor-in-chief of Investment Week, Professional Adviser and Cover since December 2019. Previously, she was editor of Investment Week for eight years and editor of sister titles ifaonline.co.uk and Professional Adviser magazine (now combined into www.professionaladviser.com). Katrina started her journalism career at fundstrategy magazine

Nick Birdseye

Strategic Partner Development Director, L&G Home Finance

Having joined Legal & General Home Finance from inception in 2015 Nick works with Strategic Distribution Partners and Trade Bodies to development Retirement Lending distribution and advice opportunities and to help those businesses broaden their customer propositions. Having worked in both the adviser and provider sides of the industry since 1994 he has a deep understanding of both Retirement Mortgage and Wealth Management customers having led National Advice Distribution networks at both L&G and Aviva. In addition to significant Intermediary and D2C experience and understands the challenges of meeting customer needs across all sectors. Nick is a member of the Equity Release Council Standards Committee.

Joanne Coan

Strategic Partnership Director, L&G Retail Retirement

Having spent the first 6 years of her career at L&G managing and implementing some of the largest DC pension scheme across the UK and Europe, developing a deep understanding of the value and long-term benefits of pension accumulation. In 2024 , Jo pivoted her career towards decumulation, bringing with her a wealth of industry knowledge and practical experience. Her focus is on building strong strategic relationships with partners, driving business growth and unlocking new opportunities across the financial service landscape. A committed advocate for future talent, Jo is passionate about expanding awareness of careers in financial services and opening the industry to individuals who may not traditionally see it as accessible. She is the proud winner of Women In Pensions Mentor of the Year, recognising her dedication to developing the next generation of professionals.

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