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Beyond the Horizon: Navigating the New Landscape of Retirement Solutions

• Explore the shift from accumulation focused planning to holistic retirement strategies – Participants will examine how integrating pensions, property wealth and long term financial planning supports more sustainable and adaptable client outcomes.
• Recognise the strategic role of property wealth and guaranteed income in modern retirement planning – Participants will gain insight into how housing equity and guaranteed income solutions can enhance resilience, meet income needs and improve long term client security.
• Identify how advisers can enhance value through effective communication and collaboration – Participants will understand how to translate complex retirement concepts into client friendly conversations and why industry collaboration is essential for meeting evolving consumer expectations.

Speakers 

Nick Birdseye, Strategic Partner Development Director, L&G Home Finance

Having joined Legal & General Home Finance from inception in 2015 Nick works with Strategic Distribution Partners and Trade Bodies to development Retirement Lending distribution and advice opportunities and to help those businesses broaden their customer propositions. Having worked in both the adviser and provider sides of the industry since 1994 he has a deep understanding of both Retirement Mortgage and Wealth Management customers having led National Advice Distribution networks at both L&G and Aviva. In addition to significant Intermediary and D2C experience and understands the challenges of meeting customer needs across all sectors. Nick is a member of the Equity Release Council Standards Committee.

Joanne Coan, Strategic Partnership Director, L&G Retail Retirement

Having spent the first 6 years of her career at L&G managing and implementing some of the largest DC pension scheme across the UK and Europe, developing a deep understanding of the value and long-term benefits of pension accumulation. In 2024 , Jo pivoted her career towards decumulation, bringing with her a wealth of industry knowledge and practical experience. Her focus is on building strong strategic relationships with partners, driving business growth and unlocking new opportunities across the financial service landscape. A committed advocate for future talent, Jo is passionate about expanding awareness of careers in financial services and opening the industry to individuals who may not traditionally see it as accessible. She is the proud winner of Women In Pensions Mentor of the Year, recognising her dedication to developing the next generation of professionals.

Georgia Perkins, Market Development Manager, L&G

Market Development Manager and host of the Just Covered podcast. With more than a decade of experience, Georgia delivers energising adviser support through impactful presentations and practical skills sessions. A champion of holistic planning—both pre and post retirement—Georgia drives market growth by helping advisers deliver more personalised, meaningful outcomes. Her leadership has been recognised with accolades including Woman of the Year – Intermediary Support at the Cover Women Awards and Legal & General’s Rising Star Award.