Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth's Steve Coleman and Steve Owen

21:49
 
Share
 

Manage episode 508231240 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast.

In this week’s episode of IFA Talk, Matt and Sue are joined by not one but two expert guests from Morningstar Wealth:  Steve Coleman, Head of Product, and Steve Owen, Head of Proposition. Together, they explore what advisers and paraplanners really want and need from providers when it comes to helping clients achieve secure, sustainable retirement income.

In this conversation, we cover:

  • What advisers and paraplanners are telling providers about their biggest retirement income priorities
  • How retirement planning might change over the next decade
  • The role of regulation, technology, and consumer behaviour in shaping better client outcomes
  • Ways to engage younger people with financial planning – both as investors and as a profession

Whether you’re focused on immediate client conversations or planning for the long-term evolution of your advice business, this episode is full of insights to support your thinking in today’s ever-changing retirement landscape.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 508231240 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast.

In this week’s episode of IFA Talk, Matt and Sue are joined by not one but two expert guests from Morningstar Wealth:  Steve Coleman, Head of Product, and Steve Owen, Head of Proposition. Together, they explore what advisers and paraplanners really want and need from providers when it comes to helping clients achieve secure, sustainable retirement income.

In this conversation, we cover:

  • What advisers and paraplanners are telling providers about their biggest retirement income priorities
  • How retirement planning might change over the next decade
  • The role of regulation, technology, and consumer behaviour in shaping better client outcomes
  • Ways to engage younger people with financial planning – both as investors and as a profession

Whether you’re focused on immediate client conversations or planning for the long-term evolution of your advice business, this episode is full of insights to support your thinking in today’s ever-changing retirement landscape.

  continue reading

100 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play