Investment Podcast 31 – Investment-Linked Retirement

As retirement needs become more dynamic, James Whelan is joined by Patrick Clarke (Generation Life) and James Kingston (BlackRock) to unpack the rise of investment-linked lifetime income products. They explore how advisers can balance growth and risk, manage longevity concerns, and help clients spend with confidence in retirement. With insights into tools like BlackRock’s Aladdin and Generation Life’s Retirement Income Optimiser, this episode shows how technology and modern product design are reshaping retirement strategies for better client outcomes.

Accreditation Points Allocation:

0.50 Technical Competence

0.25 Client Care and Practice