We know from our adviser community that retirement income planning is one of the main concerns for you and your clients. This event combines insight on income strategies, fund analysis and selection alongside investment solutions from two managers both focused on income generation.
This will be an interactive session chaired by Lawrence Gosling, Editorial Director of Bonhill
Jason Baran, Insight Analyst at Defacto will cover:
- Retirement income – the challenges, risks and solutions for investors
- Approach to income drawdown – tools required pre and post retirement
- How to assess income funds from an adviser perspective – including natural income funds
Steve Hunter, Head of Business Development at Seneca Investment Management will cover:
- The retirement income landscape and touch on the key elements
- The impact recent events have had on the usual income sources
- An insight on why a Multi Asset value style investment may help to bridge the income gap
James Lynch, Fund Manager of the Monthly Income Fund at Downing Fund Managers will cover:
- Managing for natural income
- Seeking sustainable dividends
- Current focus in the markets
- Strategy and tactics
Live Q&A
Then Lawrence Gosling will chair a discussion and invite questions from you for each of the three expert speakers. You can also submit your questions beforehand so we are sure of a good debate, making this an excellent use of your time.
Register Now – and full speaker details
July 29th 9.45 am for 60 mins
