At this webinar, Financial Times and Canada Life will explore the breadth of options for retirement finances and discuss how advisers and financial planners could best guide investors through different options and uncover the best strategies to protect investors’ wealth.
Director of Retirement Solutions
Chartered Financial Planner
Satis Wealth Management
KEY TALKING POINTS
How can advisers add value? How could they help personal investors to make a plan for retirement? What guidance and support should be available to them and how can it be provided?
How have the recent dips and rallies in the markets affected the value of different assets?
How are pension schemes adapting to the changing markets? What are the main issues and risks to emerge?
What are the typical retirement journeys? What are the most effective asset allocation strategies? How can investors achieve the right mix?
How could personal investors devise a drawdown strategy? What has been the impact of Covid-19 on income drawdown sustainability?
The annuities market and the role of ‘hybrid’ products
How could the equity release supplement the retirement wealth? What are the pensions tax traps that investors need to be aware of?