Solving the Longevity Risk Conundrum In Drawdown Portfolios

Thursday, 21 May 2020
10:30 am – 11:30 am

Overview:

The risk of running short of income or exhausting the pension pot within their lifetime, and/or being unable to pass on assets to beneficiaries, is usually the first concern for clients and a challenge for advisers.

In this webinar, Just’s Business Development Manager, David Wilson, will discuss some fresh thinking and where guaranteed income solutions can help to improve the certainty and successful outcomes of flexi-access drawdown ‘probability’, ‘bucketing’ and/or multi-asset portfolio strategies.

Learning Outcomes:

  • Examine the main approaches to risk-based retirement income planning
  • Consider the benefits of a combined approach to guarantees and investment
  • How using guaranteed income to free up assets can be used with an aim of generating long-term growth

Speaker Bio:

With almost 20 years of experience in the financial services industry and qualified to Level 4 Diploma, David Wilson has worked closely with financial intermediaries in an ever changing world. His previous roles within our industry have provided him experience in working extensively with both local and national adviser firms around areas including Wrap platform consultancy, fund management, investments, pensions and retirement-related issues. David joined Just in 2018 as a Business Development Manager where his expertise puts him in an ideal position to support financial intermediaries and their clients in benefiting from the considerable opportunities this market presents.

Additional Details

To book your place please click on the link above.

A link and joining instructions will be sent out shortly before the webinar begins and all participants will receive a copy of the presentation after the talk.

Any queries please email Lloyd.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.