IFA Talk

Podcast #126: From accumulation to decumulation – the growing importance of retirement income strategies with Brooks Macdonald’s Neil Cowell

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In this week’s episode of IFA Talk, we’re shining a spotlight on one of the most important – and complex – areas of financial planning today: retirement income strategies.

With the FCA’s thematic review highlighting both the opportunities and challenges in retirement advice, it’s more crucial than ever for advisers to get this right. Clients need retirement income strategies that are resilient, flexible, and tailored to their evolving circumstances – and it’s up to advisers to deliver them.

That’s why we’re joined by Neil Cowell, UK Distribution Director at Brooks Macdonald, to explore this increasingly high-priority topic.

What’s in this episode?

Hosted by Matt and Sue, the conversation covers:

  • Why retirement income is firmly in the industry spotlight right now
  • How Brooks Macdonald has led the way in decumulation since launching their bespoke solution in 2018
  • Recent developments in the retirement income landscape advisers should be aware of
  • And most importantly – what today’s IFAs can do to ensure their proposition is robust, compliant and future-proofed

    • Neil brings deep insight into how advisers can evolve their retirement planning frameworks and ensure they’re delivering the right outcomes for clients entering – and living through – retirement.

    Whether you’re already refining your decumulation offering or just starting to rethink your approach, this episode is packed with timely insights and practical takeaways.

    Tune in here to listen in…

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    IFA TalkBy IFA Magazine