Retirement Reimagined - Navigating decumulation post-April 2027

This Consumer Duty Alliance explores the upcoming changes to Inheritance Tax (IHT) and its potential to reshape retirement planning for advised clients—particularly those with substantial pension funds.

These changes could significantly influence clients’ willingness to continue pension contributions and may challenge the traditional “pensions last” approach to decumulation. This session will delve into how retirement income strategies might evolve and the growing role of guaranteed income solutions.

Hosted by Fiona Tait, Advice and Compliance Director at Intelligent Pensions, with guests:

- Martin Lines, Development and Events Director at Just
- Martin Chester, Wealth Business Development Manager, Retirement Income at L&G