Retirement renaissance

The webinar looks at how blending a guaranteed income producing asset in an investment strategy for your clients in decumulation can help them achieve both their goals and those of your business. Synopsis: With the current uncertainties regarding interest rates, inflation, and the challenging market outlook, the detrimental impact on capital values has been in the spotlight. Consequently for clients in decumulation, advisers are putting a sharper focus on attitude to retirement income risk in client reviews. For many clients, previous perhaps seemingly theoretical questions and discussions around their capacity for loss have become a reality. Naturally, this has meant a revival in the consideration of guaranteed income solutions, not only due to the improvement of rates compared to recent years, but to work as a core component of investment planning and to bring some certainty back to financial forecasts. In this session we will look at how this is developing, and how attitude to risk (ATR) tool providers are now acknowledging the need to include guarantees into their forecasts. Roderic’s presentation will provide a valuable insight into: - How financial planning businesses are valued, and what factors are taken into account. - The actions which will make a positive or negative impact. Learning Objectives: - Understand why it’s important not to underestimate the key benefits of choice and flexibility in retirement advice. - Recognise how guaranteed income can be used as a new asset to address your clients concerns regarding retirement income risk. - Understand business efficiencies that add value to your business, and how quality data and technology plays a crucial role. CPD: 90 minutes