Live Webinar - Fund Selection at Drawdown - Risk Profiling for Income
SYNOPSIS:
Unlike at accumulation, decumulation includes added risks. Since Pension Freedoms in 2015 there has been a significant rise in the use of income drawdown with an equal rise in the need to manage decumulation risks.
Andrew Morris, product specialist at Canada Life Asset Management will be covering the risks associated at retirement and the options available to advisers to help manage these, with a focus on multi asset and risk targeted funds to help combine what is already in place within an investment proposition.
The session will also identify how risk targeting funds aligned to leading risk profiling tools link in to FCA guidance within a CIP and how they can be considered when discussing long term flexible objectives in retirement.
LEARNING OBJECTIVES:
- The current risks at decumulation
- The different fund strategies in drawdown
- The benefits of using risk-targeted funds at retirement
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CII Accredited
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