Generating an Income in Retirement - RBC Brewin Dolphin, Lion Trust & 7IM
About this talk
1. Lion Trust - Kristian Cook, Investment Manager will providing an overview of their global income fund and the current dividend landscape.
2. 7IM – Chris Justham, will be giving an overview of their retirement income solution, the methodology that sits behind it and the benefits of a scalable solution on a platform.
3. RBC Brewin Dolphin – David Thomas, Investment Director will be giving an overview from a Bespoke DFM perspective and using a whole of market approach to create an investment strategy bespoke to individual clients needs. Building a strategy tailored to the client to fit their individual income requirements whilst managing sequence risk, maintaining risk and managing CGT.