Retirement Income - time for a new approach?

Register Now or Manage Your Event Booking

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

Free Parking
Teas/coffees and breakfast rolls on arrival