Centralised Retirement Propositions – what they are and what paraplanners need to know – will be a featured session at our first Investment Committee Seminar of 2024.
The heavy weighting in the UK demographic towards those in or approaching retirement, mean more clients are in need of sound investment strategies to help in the decumulation of their portfolio wealth.
Christian Markwick, Head of Adviser Support for The Verve Group, will be delving into CRPs from a paraplanning perspective and their best use in client financial planning.
The Investment Committee Seminar takes place at the etc venues, Fenchurch Street, London, on 28 February.
To claim your place REGISTER HERE
There is plenty of uncertainty in the markets at present, with inflation, higher interest rates, concerns over global growth and geo-political events all impacted the markets.
We have also lined up a range of speakers who will be outlining their views on what advice firms and their clients can expect from the year ahead, as well as taking some deep dives into important areas for paraplanners around generating income streams for clients in retirement.
Confirmed companies and speakers currently include, James Bird of Fidelity International, Bill Dinning, CIO of Waverton and speakers from Schroders and TIME Investments, amongst others will provide key insights into a range of topics. These will include:
- Back to the future in 2024: a year of elections, recessions and everything in between
- 3D Reset – deglobalisation, demographics, and decarbonisation
- The Power of Income: Utilising Alternatives to Help Fund Retirement
- Navigating markets 2024: Key insights to help you in your research and recommendations.
Further details will be announced shortly.
