Retirement

Latest

  • The challenges facing DB trustees

    Tutors:

    • Bob Campion, Senior Portfolio Manager, Charles Stanley Fiduciary Management
    • Chris Halewood, Trustee Director, 2020 Trustees
    • Sarah Marshall, Trustee, Pi Pension Trustees

    Learning outcomes:

    1. The impact of regulation on professional DB trustees investment approach
    2. How to keep on top of regulator and knowledge requirements...
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  • Protecting vulnerable clients during the current crisis

    Tutor:

    • Martin Lines, Business Development Group, JUST

    Questions asked:

    1. What is a vulnerable client?
    2. Who is vulnerable?
    3. What should firms be doing in the current crisis when it comes to vulnerable clients?
    4. What are the key areas of vulnerability to focus on?
    5. Any practical tips?

    ...

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  • Retirement | Masterclass with Robert Peston

    It's been a turbulent few years for pensions and retirement with the secular fall in interest rates which did enormous damage to the DB pension sector. We've also had a massive regulatory change affecting how much we can take out of pensions in terms of lump sums. This Masterclass discusses these topics and also takes a look at auto-enrolment and reliability on new technology helping us to save for retirement. On the panel to discuss are:...

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  • Selecting the right drawdown strategy

    Tutors:

    • Peter Carter, Retirement Advantage
    • Andrew Tully, Retirement Advantage

    Learning outcomes:

    1. How to approach retirement pots as an adviser
    2. What are different strategies for drawdown
    3. How to select the best strategy for different clients
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  • Working With Vulnerable Clients

    Tutor:

    • Jan Holt, Just

    Learning outcomes:

    1. FCA research and publications about vulnerable consumers
    2. The issues that arise when consumers find themselves in vulnerable circumstances
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  • Managing Clients in Mid Retirement

    Tutor:

    • Jeremy Martin, Just

    Learning outcomes:

    1. The triggers that might result in exit from drawdown
    2. The role for guaranteed income for life provided by an annuity in assessing suitability for drawdown
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  • The Regulatory Landscape

    Tutor:

    • Jeremy Martin, Just

    Learning outcomes:

    1. The latest FCA research and publications about consumers at and in retirement
    2. The risks that client face during retirement
    3. The role of guaranteed income for life provided by an annuity
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  • Meeting client objectives

    Tutors:

    • Steve Martell, Just Retirement
    • Les Cameron, Prudential

    Learning outcomes:

    1. How the changes introduced by the March 2015 budget affect those coming up to retirement
    2. How to assess a client's capacity for loss and attitude to risk
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