Generating an Income in Retirement - RBC Brewin Dolphin, Lion Trust & 7IM

Presented by

Thomas Cox

About this talk

Agenda 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.
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