Retirement Income - The key steps to securing a financial future

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Presented by

Martin Lines and Yannis Katsis

About this talk

It is clear from the recent FCA thematic review that retirement income continues to be a key focus. The expectation is that firms will have a robust process for ensuring good client outcomes, taking into account risks that are very different to those in accumulation. In this session, we will cover the approaches to producing an ongoing income and the importance of stress-testing these. We’ll also look at the indicators that suggest a guaranteed income would be appropriate and how this can be built in whilst enhancing the overall investment and legacy objectives. Learning Objectives: - Understand the key elements of a retirement income advice process - Recognise the importance and methodology of stress-testing - Discuss the additional benefits of adding guaranteed income to a drawdown portfolio
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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.