New CPD Webinar by Insurance Institute of York - Building a sustainable investment strategy for retirement

Click Here to Book

Building a sustainable investment strategy for retirement:

Although yields increased recently, they are likely to remain relatively subdued over the medium to long term. That means building a retirement portfolio to deliver a stable income over an investor’s lifetime presents a considerable & very real challenge. Vanguard research suggests advisers can add significant value in retirement planning by shaping appropriate investment & spending strategies for clients in the low-return environment.

Register for this webinar to learn about the findings of Vanguard’s research & how advisers can help clients meet their retirement goals & the fund solutions Vanguard have to help.

Get the answers to this and more.

Learning Objective

Participants will gain an understanding of why a total return investment approach, coupled with Vanguard’s dynamic spending rule, offers clients approaching and in retirement the best chance of meeting their retirement goals & gain insight into the investment solutions we are looking to provide.

Presenters

Ankul Daga, Senior Investment Strategist, Vanguard Europe

Nick Davis, Head of Model Portfolio Distribution, UK

Moderator

Angie Staunton, APFS, MCSI

Yorkshire and North East BDM, APFS, MCSI Vanguard Asse