Reimagining Retirement: Advice, Conversations, Outcomes #1

Earn 0.75 CPD here: 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this first episode, Tanya is joined by Terry Dillon, Chief Executive Officer for Shadforth, and Ashton Jones, Director of Customer Innovation at MLC. They discuss how Innovative Retirement Income Solutions (IRIS) and related strategies - such as income layering, managing longevity and sequencing risk, and leveraging age pension concessions - can help advisers design more confident, sustainable retirement income plans for Australian clients. Terry Dillon LinkedIn: Shadforth Website: Ashton Jones LinkedIn: MLC Expand. For more information visit General Disclaimer –

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Reimagining Retirement: Advice, Conversations, Outcomes #1 is an episode from XY Adviser by Ensombl.

This episode is 47:11 long.

This episode was published on Mar 31, 2026.

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