Approaches to Producing the Income

Presented by

Martin Lines, Business Development Director, Just

About this talk

What is the right approach given the client circumstances - going back to PROD, of course. How do you provide evidence to support an investment-based plan or a safety-first strategy. Or maybe a combination of both. How do you manage a guaranteed income alongside an investment? Learning Objectives: By viewing this webinar, you will be able to: 1. Recognise the main methods of using investments to produce an income 2. Discuss the impact of the variable assumptions that can be applied 3. Recognise the investment challenges that may exist 4. Discuss the challenges of sequence risk and volatility 5. Understand the relevance of guaranteed income in an overall retirement plan Speaker bio: Martin heads up Just’s team of Retirement and Later Life Specialists, supporting adviser training events and conferences across the UK. He joined Partnership in 2009, ahead of the creation of Just, having worked alongside local and national adviser firms on pensions and retirement-related issues. He is a regular speaker at financial services events with subjects ranging from the technical issues to consumer vulnerability and behavioural bias.

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