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A Practical Guide to Blending Retirement Income

Our webinar on Blending Retirement Income Solutions offers practical frameworks, easy-to-use tools and myth-busting insights to help you and your clients achieve lasting income security without sacrificing flexibility or growth.

Watch time: 50 minutes  |  Published date: 29 October 2025

 

Content:

  • What is Blending and why do it? Rather than forcing a choice between flexibility (living annuity) and security (life annuity), blending allows retirees to tick all the major retirement objectives, offering stability alongside adaptability.
  • Income Sustainability Maps: When Does Blending Make Sense? Income sustainability maps help determine when blending is appropriate for your clients. 
  • How Much to Blend? Better understand how much should be allocated to lifetime income portfolio using a practical matrix.  
  • Barriers to blending: Navigate common behavioural biases when it comes to blending to help you and your clients make more rational decisions. 

Note: The information is accurate as at the original date of publication but views expressed may no longer be current. 

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