Achieving the Best Customer Outcomes

The Budget has brought major changes to how people access their retirement income. Faced with

a huge array of choice many people lack the support needed to make informed decisions.


In this roundtable the participants highlight the issues they are discussing with their clients as well

as how to help service those who are unable to pay for full regulated advice. Will the guidance

guarantee be enough or do we need to see the development of a simplified advice model to help

people make appropriate retirement income decisions?