Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth's Steve Coleman and Steve Owen
Update: 2025-09-24
Description
Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast.
In this week’s episode of IFA Talk, Matt and Sue are joined by not one but two expert guests from Morningstar Wealth: Steve Coleman, Head of Product, and Steve Owen, Head of Proposition. Together, they explore what advisers and paraplanners really want and need from providers when it comes to helping clients achieve secure, sustainable retirement income.
In this conversation, we cover:
- What advisers and paraplanners are telling providers about their biggest retirement income priorities
- How retirement planning might change over the next decade
- The role of regulation, technology, and consumer behaviour in shaping better client outcomes
- Ways to engage younger people with financial planning – both as investors and as a profession
Whether you’re focused on immediate client conversations or planning for the long-term evolution of your advice business, this episode is full of insights to support your thinking in today’s ever-changing retirement landscape.
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