Defaqto Roadshow: the 30-year decumulation conundrum

Time and date: 22 October 2015 9.00 AM to 22 October 2015 2.00 PM
Location: Airth Castle, Stirlingshire
Organiser: Defaqto
Website: Click here

Income in retirement is now characterised by a range of personalised strategies.

Once you’ve calculated what income your client needs in retirement, the next stage is to create a portfolio of investments that meets those requirements.

With a potential 30 year time horizon getting this right is crucial – but how do you sustain the required level of income over this lengthy period?

This Defaqto event will educate advisers about key income generation strategies and how you can deploy them to best effect to manage the decumulation phase for your clients.

Why attend?

• Gain an overview of product governance in relation to income strategies under MiFID II
• Learn about emerging income strategies, while revisiting the current approaches available
• Understand personalisation and what it means for you and your clients

Join Defaqto to hear from leading industry speakers and take the opportunity to ask your questions and engage in the debate.