Retirement Income - time for a new approach?
Newcastle - Mon 17th Jul 2023 9:30am
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Event Information
Retirement Income - time for a new approach?
Over recent years, many clients have experienced significant gains in their portfolios. But this is not without risk, especially for those in decumulation. During 2022, the economy experienced a number of shocks that have been reflected in high levels of inflation and interest rates. As we contend with the consequences, there are key challenges clients face:
• Facilitation of more income to keep up with rising costs
• Sustaining income over the longer term
• Improving legacy benefits
• Visualising their retirement journey
In this session, we will look at what can be brought into the mix to offer innovative features for a range of situations and demonstrate these using cashflow modelling.
Learning Objectives:
• Understand the impact of the economic environment on retirement income portfolios
• Discuss the impact of markets on financial resilience and sustainability
• Recognise the market developments in guaranteed income
• Demonstrate how using cashflow modelling can bring the client journey to life
By using FinCalc's Cashflow Modeller, we will be demonstrating:
• Using graphical output to engage with your clients on a different level
• How cashflow modelling can assist firms with Consumer Duty
• Comparing retirement income options in drawdown
Event qualifies for 1.5hrs CPD - certificate provided to attendees
Event Details
Venue: | Mercure Newcastle George Washington Hotel |
Meeting room: | Washington Suite |
Mon 17th Jul 2023 9:30am | |
1.5 hours | |
https://georgewashington.co.uk/ |
Free Parking
Teas/coffees and breakfast rolls on arrival
Mercure Newcastle George Washington Hotel Stone Cellar Road High Usworth Washington Newcastle upon Tyne NE37 1PH |