Creating sustainable income during uncertain times

Presented by

Tom Carroll, Business Development Manager, North, Scotland and Northern Ireland, Legal & General Retail Annuities

About this talk

The cost-of-living crisis continues, as inflation remains elevated at the highest levels for over 40 years . As a result, this year we have seen volatility and wild gyrations in financial markets, as investors come to terms with this new normal. Many clients will be looking to safeguard their retirement income in this volatile environment. We will discuss how you can adapt retirement income strategies, whilst remaining focused on client objectives. Objectives By the end of this session, delegates will be able to: • Identify how clients’ objectives and priorities in retirement have changed • Explain the impact of volatile economic environments on a client’s retirement objectives and portfolio • Describe how a layered allocation approach could be used effectively to underpin a client’s retirement portfolio using guaranteed income This is not a consumer advertisement. It is intended for professional advisers and should not be relied upon by private customers or any other persons. Not to be distributed to retail clients. Capital at risk.
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