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 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 ... 2 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... 2 months ago | 35 mins Delivering Income in Retirement – Helping your clients make good decisions Dan Kemp, Global Chief Investment Officer at Morningstar Investment Management Europe Ltd As the yield on conventional multi-asset portfolios has collapsed, it has become increasingly difficult for advisers to meet investors’ expectations f... 3 months ago | 58 mins Defaqto CPD - Income investing in 2021 by UBS Asset Management Stephen Friel, CAIA Investment Specialist, Investment Solutions EMEAA, Nick Webb Executive Director UBS Asset Management Income Investing in 2021 Learning objectives: To explain the challenges that dividend cuts presents to your client’s portfolio To describe how a smoot... 2 months ago | 47 mins Income Protection from Zurich The Protection Team from Zurich Join the protection team from Zurich as we discuss the latest addition to our range of Protection products. 2 months ago | 62 mins CPD: Retirement Investing Henry Cobbe The objective of this CPD module is to understand the principles of Retirement Investing. Learning Outcomes By completing, this CPD module, you should... April 27, 2022 9:30am New ERA, new thinking Martin Lines What does the future of retirement planning look like? In recent months there has been a lot of focus on retirement income advice. Whilst most of the... 6 months ago | 33 mins What does the future of advised investment propositions look like for IFAs? William Marshall, Partner, Hymans Robertson Investment Services The events of 2020 put paid to many of our plans and predictions for the new decade. However, as the world slowly gets back to normal, Hyman’s Roberts... 6 months ago | 39 mins Retirement Planning Jamie McPhilips, Area Manager at Wesleyan Financial Services Schools in England are facing a ‘retirement rush’ as their most senior and experienced teachers bring forward their retirement plans amid the pressure... 7 months ago | 61 mins Defaqto CPD - The value of a value style for income generation by Seneca Steve Hunter, Head of Business Development, Seneca Investment Managers, Paul Tinkler, Insight Development Manager, Defaqto This is the third webinar from our series replacing Defaqto April Roadshows focusing on income. In this webinar, Steve will present the current incom... 2 years ago | 54 mins Closing the gender gap: value of advice for fairer financial futures Cecilia Furner, Strategic Partnerships Director for Legal & General Retirement Solutions and panel of experts Half of the UK population are more likely to struggle financially in retirement. The research is clear that social inequalities weigh heavily upon the... 9 months ago | 46 mins Retirement issues and why Trustees should provide financial education Mark Hewitson | WEALTH at work, Emma Martin | Sackers Employers and Trustees recognise that for those pension scheme members nearing retirement, it is important that they understand their retirement incom... 10 months ago | 60 mins A New Era for Retirement Income Advice: Capacity for Loss and Spending Hierarchy Martin Lines, Business Development Director, Just In this session we will look at how you can help clients to put first things first when it comes to future spending patterns. There has been some deba... 1 year ago | 31 mins A New Era for Retirement Income Advice: Part 5 - Withdrawal Policies Martin Lines, Business Development Director, Just What happens if things don’t go to plan? How do withdrawals change? What is the contingency plan? Do we need to look at other assets? Has this plan be... 1 year ago | 30 mins Do the same income investment rules apply in the post-COVID era? Dan Kemp, Chief Investment Officer, EMEA at Morningstar Investment Management Europe Ltd Over recent years, the search for income has become increasingly challenging. Unusually low interest rates, skinny credit spreads and the concentratio... 1 year ago | 51 mins A New Era for Retirement Income Advice: Secure Lifetime Income Jacqueline Wilkins and Steve Cutler, Just Alongside Just’s series on a New Era, this program looks at how product development can help with the key elements of retirement income advice. The us... 1 year ago | 30 mins A New Era for Retirement Income Advice: Part 6 - The Review Process Martin Lines, Business Development Director, Just What should a client review look like? Here we’ll take you through a number of ideas as well as industry guidance to show how to review a client’s on ... 1 year ago | 30 mins An Inside Look: 5 Actionable Ideas to Create Income in Retirement Lorraine Ell, CEO & Senior Financial Advisor, Better Money Decisions Despite the rise in interest rates of late, creating income from an investment portfolio to fund retirement is still challenging for most. The oft quo... 2 years ago | 44 mins Giving suitable Final Salary transfer and retirement income advice Kevan Ramanauckis, Canada Life Paraplanners have an essential role in helping advisers develop and deliver suitable advice to clients. They work closely with financial advisers and ... 1 year ago | 70 mins A New Era for Retirement Income Advice: Part 1 – Advice Principles Martin Lines, Business Development Director, Just Part 1) Advice Principles - There is no doubt that retirement income has become a very hot topic recently. We have seen a huge amount of activity from... 1 year ago | 33 mins Defaqto CPD - The inescapable truths of income, retirement and life by Schroders Rupert Rucker, Head of Income Solutions, Schroders and Paul Tinkler, Insight Development Manager, Defaqto This is the first webinar from our series replacing Defaqto April Roadshows focusing on income. Schroders presentation shall address the income chall... 2 years ago | 36 mins Understanding retirement income options in uncertain times Jonathan Watts-Lay, Director, WEALTH at work Those approaching or at retirement are facing uncertain times. 1 year ago | 58 mins Income At Retirement: US Outlook and Strategies Marguerita Cheng | Jamie Hopkins | Tom Hegna | Cherry Reynard For the best part of a decade, delivering income has been a battle. Low interest rates and bond yields have pushed investors to take greater risks to ... 3 years ago | 42 mins APAC WealthTech Talks: Creating Financial Wellness via Gamification Mario Bassi, Senior Advisor & Lead Business Development APAC, The Wealth Mosaic Research conducted by an Australian Employee Benefits and HR Consulting company beginning of last year stated that 70% of employees admitting to worry... 4 months ago | 61 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 Load more
