
Sign up to save your podcasts
Or


Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032704-24130001
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
In this first episode, Tanya is joined by Terry Dillon, Chief Executive Officer for Shadforth, and Ashton Jones, Director of Customer Innovation at MLC. They discuss how Innovative Retirement Income Solutions (IRIS) and related strategies - such as income layering, managing longevity and sequencing risk, and leveraging age pension concessions - can help advisers design more confident, sustainable retirement income plans for Australian clients.
Terry Dillon LinkedIn: https://www.linkedin.com/in/terry-dillon-697116165/
Shadforth Website: https://www.sfg.com.au/
Ashton Jones LinkedIn: https://www.linkedin.com/in/ashjones/
MLC Expand. For more information visit https://ensombl.com/go/20260401-2/
General Disclaimer – https://www.ensombl.com/disclaimer/
By EnsomblEarn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032704-24130001
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
In this first episode, Tanya is joined by Terry Dillon, Chief Executive Officer for Shadforth, and Ashton Jones, Director of Customer Innovation at MLC. They discuss how Innovative Retirement Income Solutions (IRIS) and related strategies - such as income layering, managing longevity and sequencing risk, and leveraging age pension concessions - can help advisers design more confident, sustainable retirement income plans for Australian clients.
Terry Dillon LinkedIn: https://www.linkedin.com/in/terry-dillon-697116165/
Shadforth Website: https://www.sfg.com.au/
Ashton Jones LinkedIn: https://www.linkedin.com/in/ashjones/
MLC Expand. For more information visit https://ensombl.com/go/20260401-2/
General Disclaimer – https://www.ensombl.com/disclaimer/

16 Listeners

82 Listeners

45 Listeners

8,876 Listeners

52 Listeners

13 Listeners

61 Listeners

1 Listeners

21 Listeners

11 Listeners

29 Listeners

22 Listeners

0 Listeners

11 Listeners

0 Listeners