Retirement investing with confidence
Now pension freedoms have given retirees far greater flexibility, advisers must begin to think about new strategies for their clients, particularly as they wave goodbye to a regular income and enter the decumulation phase.
Against this backdrop, Quilter Investors dives into the challenges and opportunities that await with discussions across two events below – and looks at why specialist retirement funds might just be the solution many are looking for.
Forum 1
PLAY VIDEO
Dealing with transition
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Diversification
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Risk
PLAY VIDEO
Inflection point
PLAY VIDEO
Education, education, education
PLAY VIDEO
Recency bias
Flexibility can be an amazing tool, but it comes with its own set of risks
Amyr Rocha Lima
It’s about education in the accumulation stage
Kelly Warden
It’s about changing the way you’re thinking about investing
Anthony Gillham
After the first three months they’d spent it all
Jean Evans
It’s a normal Tuesday afternoon – what are you doing?
Amyr Rocha Lima
I’m not trying to play stockbroker or God
Alex Morris
Forum 2
PLAY VIDEO
Volatility now
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Client communication
PLAY VIDEO
Running portfolios
PLAY VIDEO
Planning for death
PLAY VIDEO
Longer horizons
PLAY VIDEO
Noise management
There’s a fundamental issue with what’s low risk
Petronella West
Some advisers are in denial
Danny Knight
You do need to do something fundamentally different
Anthony Gillham
Some clients don’t want their children to have any money
Jarrod Ellis
You can get into some of the more interesting asset classes
max king
Unless it’s financial Armageddon don’t worry too much about it
Petronella West
HOME
FORUM 1
FORUM 2
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RECALIBRATING ADVICE:
DECUMULATION IN A POST PENSION FREEDOMS WORLD
TRANSFERRING
WEALTH TO THE NEXT
GENERATION
CASH IS NOT KING: UK PENSIONERS FACE INCREASED INFLATION RISK
REFRAMING THE
CONVERSATION AROUND
DECUMULATION
RECALIBRATING ADVICE:
DECUMULATION IN A POST PENSION FREEDOMS WORLD
TRANSFERRING
WEALTH TO THE NEXT
GENERATION
CASH IS NOT KING: UK PENSIONERS FACE INCREASED INFLATION RISK
REFRAMING THE
CONVERSATION AROUND
DECUMULATION