Helping Clients Achieve Financial Success Through Decumulation 2022 | Chartered Institute for Securities & Investment (CISI) | 3 May 2022 | The Royal Yacht, Weighbridge Pl, St Helier, Jersey JE2 3NF, Jersey
Venue
The Royal Yacht
The Royal Yacht, Weighbridge Pl, St Helier, Jersey JE2 3NF, Jersey
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| Event Date |
Wed May 4 CEST (over 2 years ago)
In your timezone (EST): Tue May 3 6:00pm - Tue May 3 6:00pm |
| Location |
The Royal Yacht
Weighbridge Pl, St Helier, Jersey JE2 3NF, Jersey |
| Region | EMEA |
Details
While the industry has come to better understand the complex needs of retirees and which have changed over the years due to lower investment returns, changes to life expectancy, pensions legislation and inflation expectations there is still work to be done articulating why the approach to wealth planning and investing during the retirement period has to change. Regulators are also keen to ensure we get our advice to clients right. But how has the advice changed, what are the risks that need to be mitigated and how can we as investment providers meet client needs.
Learning objective
1. The changes in retirement advice and trends in how consumers are taking benefits in retirement
2. Risks involved in decumulation
3. Regulatory focus on suitability in retirement planning (e.g. the UK’s ASR2)
4. Does active management support decumulation?
Speakers
2022 Speakers
John Williams
Nedbank, Private Wealth
David McFadzean
Head of Wealth Management, Nedbank Private Wealth