Retirement portfolio challenges: Episode 1 of 3

Presented by

Martin Lines

About this talk

Over recent years creating a diversified portfolio of capital market assets has been the retirement income portfolio trusted solution. The received wisdom being that if one asset class falls, the other will have an opposite effect, dampening down the overall risk. However, recent positive correlation of equities and bonds has called this theory into question. In this webinar, we’ll examine what this means for retirement income clients. We’ll start to explore a more sustainable approach to income and examine where the opportunities lie. Learning Objectives: In this webinar you’ll be able to: • Understand the impact of the economic environment on retirement income portfolios • Discuss the impact of markets on financial resilience and sustainability • Recognise the market developments in guaranteed income Register now to join us for this webinar and earn 45 minutes of CPD.
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We are a specialist UK financial services group focusing on attractive segments of the UK retirement income market. The Group is a leading and established provider of retirement income products and services to individual and corporate clients.