Building an innovative, collaborative solution for UK retirement

The 2015 pension freedoms transformed retirement planning, giving clients greater flexibility over how and when they access their pensions. But with that freedom came added complexity during decumulation, where sequencing risk, longevity risk and tax inefficiency can undermine even substantial wealth. For wealthier clients, these challenges can be compounded by issues around inheritance tax considerations and the need to balance lifetime income with legacy planning. Professional Adviser and Investment Week’s newly launched Retirement and IHT Reforms hub aims to explore how flexible UK retirement...