De-risking Retirement, the role of Cash in Drawdown

Time: Registration/Lunch 12 noon, 12.30pm start until 1.30pm.

Cost: The session is Free, Lunch is £5 per person (book in advance, pay on the day)

Speaker

John Hiew - Chief Executive, Assured Retirement

Who this is aimed at

Those who are approaching, thinking about or in retirement.

Content

• What are clients looking for in retirement
• Lifetime annuities, do they provide Value for Money
• Asset backed Drawdown what are the inherent risks
• How Cash can be used as part of an overall retirement income solution
• A practical example of how the Cash Retirement Account works

Learning Objectives

• An understanding of needs and expectations at the point of retirement and the extent to which current solutions meet them.
• An understanding of the cost of certainty with lifetime annuities and internal rates of return.
• An understanding of the risks specific to asset backed drawdown and sequence of returns risk.
• An understanding of the dynamics of cash as an asset class.
• An understanding of how client future retirement needs could change.
• An understanding of how cash could meet initial and future needs as part of an overall client solution.

About the Speaker

Assured Retirement was established in 2014 to provide a new range of low risk, simplified pension products designed for those who wish to access their pension savings in a flexible manner. John is responsible for Strategy, Business Development and Compliance.

Parking

Please note that there are no car parking facilities at AXA Insurance Offices, parking is reserved for staff only. Please park on the nearby Middlebrook Retail Park.

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