Pensions, Purpose and the Reality of Retirement

Episode description - In this first episode of the Adeptli Podcast, Jamie and Julia are joined by Andrew Stokes, who spent over 40 years in retirement planning, including around three decades as Head of Pensions at St. James’s Place. Andrew has recently retired himself, giving him a rare view of retirement planning from both sides: as a technical expert and as a retiree. The conversation explores the human and technical realities of retirement, including identity, purpose, tax free cash, drawdown, ISAs, DB pensions, state pension assumptions, client engagement and the importance of holistic planning. An honest and practical discussion on why good retirement planning is about far more than pensions alone.