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Redefining retirement support in a new age of uncertainty

18 June 2026

Explore how advisers and investment managers can collaborate to deliver personalised retirement support, addressing emotional and financial challenges across the journey.


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  4. Redefining retirement support in a new age of uncertainty

Article last updated 18 June 2026.

Today’s retirees are facing a more complex and emotionally driven journey than previous generations. As expectations evolve, financial advice must go beyond technical planning to provide both financial and emotional reassurance throughout retirement.

In this session we explore how advisers and investment managers can work more closely together to deliver more personalised, client-centric support. The session highlights how stronger collaboration can help clients transition into retirement more smoothly, while also addressing the emotional realities of drawdown, market volatility and life after work.

You’ll also gain insight into how the advice profession is evolving, including the importance of diversity in adviser relationships and its role in delivering more relatable client experiences.

Watch the recording to gain practical insights into supporting clients through every stage of the retirement journey.

Access retirement strategies and resources
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More retirement insights for advisers

discussion between adviser and client

4 mins

12 June 2026

Budget announcements and key implementation dates: What advisers need to know

Successive Budget announcements have set out a wide range of tax and pension changes that will be introduced over the remainder of the decade. While many headlines focus on what is changing, the more complex challenge for advisers is understanding when each change takes effect and how the staged implementation affects planning decisions for clients. This article provides a practical timeline of upcoming changes, highlighting the areas most likely to impact pension advice, retirement planning and holistic wealth strategies.

Budget announcements and key implementation dates: What advisers need to know
Office meeting with documents and a laptop, discussing retirement income planning

1 min

28 May 2026

Decumulation: turning accumulated wealth into a maintainable retirement income

We work with advisers to help make the investment side of decumulation more repeatable, more resilient, and easier to oversee.

Decumulation: turning accumulated wealth into a maintainable retirement income
IFA and couple talking

1 min

18 May 2026

How the 2027 pension rule changes impact retirement and intergenerational planning for your clients

Every so often, a change in legislation comes along that asks us to pause and reassess the fundamentals of financial planning. The government’s decision to include unused pension funds within inheritance tax (IHT) from 6 April 2027 is one of those moments. You will have seen headlines and be thinking about what this means for your clients and their retirement plans, specifically if they are planning to pass wealth on.

How the 2027 pension rule changes impact retirement and intergenerational planning for your clients
Older couple watching sunset

8 minutes

8 May 2026

Investing in retirement: how to balance income, growth, and risk

Not too much and not too little. How investments can support you through retirement so your money provides the life you want without running out.

Investing in retirement: how to balance income, growth, and risk
Access all of our insights

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