Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date CPD: Assessing Suitability for Drawdown Henry Cobbe In this CPD module we look at assessing suitability for drawdown and explore sequencing risk, income risk and durability of withdrawal rates. June 1, 2022 9:30am Defaqto CPD: Sustainable Income in Retirement – the Holy Grail Head of Insight (Funds and DFM) Defaqto Sustainable Income in Retirement – the Holy Grail, presented by Defaqto Learning objectives To describe the various ways of generating a sustainable ... 6 months ago | 38 mins Defaqto CPD - Income in the new normal Steve Hunter Head of Business Development Momentum Global Investment Management Income investing in 2021in the new normal. Learning objectives: To explain the challenges that dividend cuts presents to your client’s portfolio To d... 6 months ago | 35 mins Overview of the retirement income market Paul Tinkler, Insight Development Manager In this presentation, Paul will provide an overview of the retirement income market based on the data provided by the FCA. This presentation was orig... 3 years ago | 22 mins Multi-Asset Income: A Retirement Solution in Today’s Low-Yield World Karen Watkin, CFA - Portfolio Manager—Multi-Asset Solutions Earning investment income today is a challenge, and it’s not getting any easier. Yields are low, and over the next ten years, traditional stock and bo... 4 years ago | 32 mins Discover the Strategic Bond Opportunities Fund Eric Vanraes, Eric Sturdza Investments A diversified global fixed income fund. Active portfolio management with a focus on global bond opportunities with ESG consideration embedded within t... 1 year ago | 2 mins HOT TOPIC Asset allocation: Today's big decisions Gary Shepherd, Michael Walsh, Craig Mackenzie, James Sullivan Portfolio construction in 2021 may well prove more difficult than ever before. Do you stick with risk assets, or are we due another sharp correction? ... 1 year ago | 68 mins Discover the Strategic Bond Opportunities Fund Eric Vanraes, Eric Sturdza Investments A diversified global fixed income fund. Active portfolio management with a focus on global bond opportunities with ESG consideration embedded within t... 11 months ago | 2 mins Flexi-access drawdown – The good, the bad, and the ugly Craig Muir, Senior Pension Development & Technical Manager, Royal London We’re seeing more people using income drawdown than ever before with Flexi Access Drawdown (FAD) sales outpacing annuity sales by more than 2:1 since ... 2 years ago | 69 mins HOT TOPIC Asset allocation: Today's big decisions Gary Shepherd, Michael Walsh, Craig Mackenzie, James Sullivan Portfolio construction in 2021 may well prove more difficult than ever before. Do you stick with risk assets, or are we due another sharp correction? ... 1 year ago | 67 mins Load more
