The Natural Income Advantage

Retirement income advice is under pressure. Volatile markets, changing client needs, the FCA’s continued focus on retirement outcomes and forthcoming pension IHT changes are prompting advisers to reassess how income is generated and sustained.

Drawing income naturally from dividends, coupons and rent—rather than selling units—is a long-established way to help mitigate sequencing risk.

Join Adviser Home, Premier Miton Investors and Momentum Global Investment Management for a practical discussion on how natural income can form part of a Centralised Retirement Process.

What we’ll cover

• The retirement income landscape and the risks advisers need to address
• Why sequencing risk matters in the early years of drawdown
• How natural income from dividends, coupons and rent can support client withdrawals
• Where natural income can fit alongside bucketing, annuities, cash and growth assets
• Debunking some of the myths about natural income
• How two core propositions can work together to further diversify a client’s portfolio

Meet the speakers

Simon Morris
Strategic Partnership Director, Premier Miton Investors

Steve Hunter
Head of Business Development, Momentum Global Investment Management

Hosted by Vince Smith-Hughes
Director, Adviser Home

Event details

To ensure that you get every opportunity to see the webinar we’re giving you a choice of three different webinar dates:

Date and time:
21st October 10.00 AM
28th October 11.00 AM
4th November 2.00 PM

CPD: A session of this type would normally qualify for unstructured CPD. Attendance confirmation and a copy of the slides will be provided after the event.

Register now to explore whether natural income deserves a bigger role in your retirement income toolkit.