Retirement Roadshow: Accumulation to decumulation - balancing income and capital needs

Time and date: 26 April 2016 9.00 AM to 26 April 2016 2.00 PM
Location: Airth Castle Hotel and Spa, Stirlingshire, FK2 8JF
Organiser: Defaqto
Website: Click here

People are living longer than ever before, creating a gap between what they are putting aside for retirement and the income they might need for all those years. Increased flexibility for pension savers has also created an exposure to risk that many clients didn’t anticipate having to deal with. 

As the retirement market continues to evolve, Defaqto’s highly recommended and CPD accredited Roadshow will look at the increasing need to assess retirement risk and balance competing priorities that come with retirees transitioning through the different life stages. 

The expert speakers will look at how influencing factors such as flexibility, longevity, inflation and volatility have an impact on different approaches to retirement planning and will provide suggested strategies for the challenges with regard to managing income and capital requirements for clients. 

In addition, to help advisers and clients, there will be a session aimed at the implications of the recent FCA Thematic Review on Due Diligence.  

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