In this insightful episode from Money Wise UK, host George is joined by Lawrence Cook, CEO of Mabel Insights, to unpack how retirement planning is evolving — and why it’s more important (and complex) than ever before.

What to Expect:

• Why the traditional view of retirement is outdated

• The emotional and financial challenges of today’s retirement landscape

• The importance of cashflow modelling (and why many advisers still aren’t using it)

• How to manage conflicts around drawdown vs. annuities

• The value of a Withdrawal Policy Statement in giving clients clarity and control

• FCA's Thematic Review and why it’s an opportunity, not a threat

• Lawrence’s take on the natural income debate — and why "bonkers" might sum it up! That's natural income, not his take!

• How better technology and planning tools (like Mabel) are reshaping adviser-client conversations

🎧 Whether you're a financial planner or someone thinking about retirement, this episode is packed with real-world stories, practical insights, and future-focused thinking.

Listen now to discover how to turn uncertainty into confidence — and why having a plan is the real power move.

🔗 Learn more: mabelinsights.com

Money Wise UK Centralised Retirement Proposition templates for financial planning firms.

Resources: Abraham Okusanya, Beyond The 4% Rule: The science of retirement portfolios that last a lifetime

Behavior Gap

Retirement Researcher Basecamp

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Please note that this podcast does not provide financial advice. If you have any questions, we recommend consulting a financial advisor. Past performance does not guarantee future returns; investments can fluctuate in value. Any mention of a company is not a recommendation.