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Canada Life Events


Autumn roadshow series

Our recent autumn roadshows brought together over 200 advisers for a single purpose: to discuss the best ways to deliver high levels of tax free income in retirement, using a range of product wrappers and available tax allowances.

In uncertain times, our speakers asked, how do you invest for a regular income through retirement whilst ensuring your client doesn’t pay unnecessary tax? The use of centralised, platform-based investment solutions has increased substantially, but sometimes at the expense of some fantastic, tax-efficient opportunities. Yet it doesn’t have to be this way - taking an inclusive approach to all the investment options and utilising the exceptional tax efficiency of bonds, ISAs and pensions, can make a massive difference to clients seeking both income and growth in their portfolio.

The feedback from advisers was extremely positive, and we’d like to share some of the highlights with you.


Can fixed income be defensive in rising rates?

Andrew Morris
Sales Manager
Canada Life Investments

Andrew Morris kicked things off by looking at how the current market climate has impacted fixed income as an asset class, given its sensitivity to rising interest rates. He examined how low risk investors can still obtain a defensive holding from specific fixed income sectors during times of market uncertainty and increased volatility.

Download the presentation

Tax effective accumulation and realisation

Tony Wickenden
Joint Managing Director
Technical Connection

Tony Wickenden (of Money Marketing and Technical Connection) then examined how taking an inclusive approach to all investment options and utilising the exceptional tax efficiency of bonds, ISAs and pensions, can drive outstanding results for clients seeking both income and growth in their portfolio.

Download the presentation

What next for long term savings?

Paul Speight
UK Releationship Manager
Canada Life

Paul Speight looked at the next steps for long term savings. With the changes to pension allowances in particular we have started to see a shift in the way people are saving for their retirement. Constrained by both lifetime and annual allowances, clients are looking for alternatives to hold their long term savings where pensions may no longer be an option.

Download the presentation

People at an event

We do not have any events currently running.

For future events please contact Nicki Saini on nicki.saini@canadalife.co.uk or 01707 423 024.

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Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority.