Retirement planning is longer, broader and more complex. The objective is no longer simply to reach retirement, but to remain financially resilient throughout it.
Join Scottish Widows and M&G as we explore the risks and considerations shaping retirement planning, and how a structured centralised retirement proposition framework can help bring them together.
By the end of this webinar, you’ll be able to:
- Explain the key risks facing retirees and how sequencing risk, longevity risk and inflation interact to influence retirement outcomes.
- Consider a structured centralised retirement proposition framework that aligns client objectives, capacity for loss and sustainable income requirements.
- Evaluate a potential retirement income solution and investment strategy that balances secure income, capital preservation, and long-term growth.
- Explain how the macro environment, retirement planning and client biases are connected.
- Understand how client behavioural biases and the key retirement risks interact.
- Apply practical frameworks to support more resilient client conversations and planning decisions.
Our Speakers
Alistair Stewart
Host
Strategic Development Director
Scottish Widows
George Ewin
Speaker
Technical Specialist
Scottish Widows
Karen Fitzpatrick
Speaker
Pension Specialist
M&G
Register now
Please complete the form below to secure your place.
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Important information
Copyright © 2026 Scottish Widows
Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.
Scottish Widows includes the following legal entities: Scottish Widows Limited, Scottish Widows Unit Trust Managers Limited, Scottish Widows Administration Services and HBOS Investment Fund Managers Limited.