Building a sustainable investment strategy for retirement
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:
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| 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
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.