Rising inflation, increases in interest rates, market turmoil and Government U-Turns – as we head into a predicted year long and more recession in the UK, you’ll be looking to help your clients and your advisers see through the noise.
Don’t miss the chance to hear from the expert speakers we have lined up for you at our latest Investment Committee Seminar in London on 13 October.
On the bill:
Fidelity’s James Bird will be presenting on the decumulation challenges you are no doubt facing in turbulent markets and offering some potential solutions.
Session: You’ve got to speculate to decumulate
Lots of moving parts affect retirement — some we can control and some we must contend with. From an advisers perspective it can require strategy, forethought and flexibility. At each turn you need to plot the best course at that moment in time.
Retirees still need to take appropriate investment risk to address inflation and longevity risk, but there also needs to be a focus on the impact of market volatility on retirement outcomes, known as sequencing risk.
In this presentation James will look at the factors that can affect your client’s retirement, specifically over a turbulent couple of years, and aim to solve some of your decumulation challenges by offering potential solutions.
Learning objectives from this session:
Understand the decumulation phase and sequence of return risk during your retirement
Recognise the long- and short-term themes for clients in retirement and how to tackle these
Consider where attractive investment opportunities might fit into an income solution
ALSO HEAR FROM:
Stewart Heggie Scottish Mortgage
Circle of Competence
Stewart will provide insights into current markets and where the managers of this FTSE 100 investment company see their opportunities.
Matt Evans, Ninety One
Investing with all stakeholders in mind – Sustainability
A fundamental shift is taking place in the investment world. Matt looks at how fund manager can grow returns for investors but not at the expense of other stakeholders.
Henny Dovland, TIME Investments
Unlocking the Power of Alternatives – de-risking and diversification
In post pandemic markets investors have been seeking safety. Henny looks at how alternatives investments can be an integral part of de-risking portfolios, having the ability to diversify and deliver a consistent income.
Nick Britton, The AIC
Using investment trusts to access alternative investment strategies
In today’s inflationary, volatile investment climate, investment trusts offer a tried and tested way of gaining exposure to different and often less liquid assets, which can provide diversification and defensive ballast in portfolios.
Christian Markwick, Apricity Compliance
Staying onside with Consumer Duty
Consumer Duty is not tick box regulation and will need to be part of the culture of every advice firm. Christian will look at the effect of the new rules and provide pointers for paraplanners on how to ensure they and their firms stay compliant with them.
