PFS CPD Event - The Investing for Drawdown Challenge

Session Overview

This is now the focus of regulatory attention – the FCA set out its intention to carry out further work on the suitability of advice, with a focus on consumers on taking an income in retirement.

Scottish Widows will therefore highlight how clients drawing on pension funds can have very different needs and objectives to those accumulating, and how advisers ought to consider a different approach to their standard advice and investment process.

Learning Objectives

At the end of the session, participants will be able to:

• Consider the change in buyer behaviours since pension freedoms were introduced .
• Understand the specific investment & advice considerations for clients approaching, and at, retirement.
• Understand how safe, or sustainable, withdrawal rates can help shape retirement income advice.
• Consider the relative merits of a variety of different investment strategies for pension drawdown.

Gavin Jobson-Wood - Scottish Widows

Gavin has been employed in the field of life-company intermediary sales for over 28 years, with the last 19 of these as an investment and product specialist in support of regional sales teams.

In addition to his sales role, Gavin regularly contributes to head-office projects, helping to deliver Scottish Widows marketing initiatives and proposition development. He is also a regular speaker at intermediary events and strategic account seminars.

Gavin holds the Investment Management Certificate and is qualified as a Fellow of the PFS.

Lisa Aggett - Scottish Widows

Lisa Aggett joined Financial Services back in 1990 via Midland Bank and throughout her career and in the main always supported the Intermediary Market whether via the Banking Corporations or Product Providers.

Lisa has worked with Scottish Widows for two years on the Protection Team and 2021 moved over to the Holistic division to assist Intermediaries increase your income streams whether Protection, Individual or Business, Retirement Planning Individual and Workplace together with Annuities.

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