When it comes to delivering retirement outcomes, a simple way of looking at income is the four L's – Living, Lifestyle, Luxury and Legacy.
In this session we take a look at the key risks facing those approaching or already in retirement, and compare the use of lifetime guarantees and temporary guarantees in delivering client outcomes.
With one eye on the "legacy", we'll also look at the death benefits attached to guaranteed incomes and their role in intergenerational wealth transfer.
There's also a short half-time show where we'll cover the Prudential Guaranteed Income Plan.
Learning outcomes
By the end of this session you will be able to:
Session registration
17th September 2026 at 10 am
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