Financial Liverpool January CPD Event & AGM

Speakers:
Edward Binks – Senior Portfolio Manager, Standard Life
Jake Wellesley-Smith - Business Development Manager, Standard Life

By the end of this educational structured CPD presentation, attendees will have a clearer understanding of why a different investment approach should be considered for clients during the “decumulation” phase of pension planning. The target audience is pension professionals including financial planners and paraplanners.

The revolutionary changes outlined and proposed in the 2014 Budget will give clients greater access to and flexibility with their pension pots. As a result, they are likely to increase the popularity of pension drawdown as an alternative to annuities (and therefore the need for expert advice). The changes also mean it is increasingly important to understand the factors that determine how long a portfolio will last in drawdown.

During this session we will examine the impact of portfolio behaviour on sustainability during the "decumulation" phase and look at a possible solution that caters for the key demands of a client taking an income in retirement - a portfolio that:

· Grows at a good rate above inflation

· Exhibits minimal volatility

· Avoids short term losses

At the end of the session, the objectives for attendees are to be in a position to understand the need for a different approach to investment for clients who are drawing from their pension funds.

AGM

The agenda for the AGM is:-

1. Chairman's report
2. Financial statement
3. Secretary's report
4. Membership and communication report
5. Election of Chairman/ Officers
6. Any Other Business

Full details about Financial Liverpool, the committee members and their roles can be found on the website www.financialliverpool.org.uk

If any member wishes to stand for one of the committee roles, they should advise the Secretary, Julie Calvert by email julie.calvert@pavis.co.uk by 27th January 2015, giving details of the position applied for and reasons for wanting to join the committee. In the case of a member wishing to join the committee, this will be put to a members vote at the AGM.

All the current committee members have indicated that they are happy to continue in their roles for 2015.

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