Portfolio construction — worked examples: Episode 3 of 3

Presented by

Martin Lines

About this talk

In this webinar we’ll focus on worked examples of portfolio construction to show how you can apply the theory discussed in this webinar series to a variety of client scenarios. We’ll demonstrate how getting the balance between security and flexibility doesn’t mean watering-down long-term portfolio values. You’ll see how the outlook for investment assets and legacy benefits can be significantly improved when each element of the portfolio does the job it was designed for. We’ll also look at how the portfolio can be stress-tested using data that can show the results in an instant. Learning Objectives: In this session you’ll be able to: • Understand how legacy provision can be improved • Consider how higher levels of income can be sustained • Explore how retirement plans can be made more resilient 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.