Re-watch Wealthtime and Technical Connection's Permission to Spend in Retirement webinar.

1 hour CPD accredited for those who joined us live

Our host David Edgar, Wealthtime Regional Sales Manager, was joined by Tony Wickenden from Technical Connection and Phillip Wickenden from Ad Lucem for a webinar designed to help financial advisers better understand the gap between a technically robust retirement income plan and appropriate client spending.

Drawing on new Wealthtime research among 1,000 affluent UK retirees and 200 financial advisers, we explored why clients can struggle to spend money they can genuinely afford to use, and what advisers can do to help clients transition from agreement to action.

By watching the replay of the webinar, you will:

Understand the key findings from Wealthtime's latest retirement research and what they mean for adviser-client conversations

Explore the four main reasons retirement income plans can break down in practice, even when they are technically sound

Learn how the way income is delivered can influence a client's confidence and willingness to spend

Gain insight into the Permission to Spend framework and how it can help clients create sustainable spending habits in retirement

Hear practical guidance on the technical foundations of retirement planning, including tax, wrapper selection, sequencing risk, and the role of secure and flexible income

Feel better equipped to help clients establish trusted spending boundaries and achieve better retirement outcomes

The webinar combined technical expertise with behavioural and consumer research insights, to provide practical strategies to help advisers turn retirement plans into meaningful household action.

Wealthtime & Technical Connection: Permission to Spend - Unlocking client confidence in retirement