Canada Life UK Events

Passive Investing: Responding to a Changing World

The world around us is constantly changing, with domestic politics dominating the headlines and uncertainty surrounding the global economy. Ben Burton, Business Development Manager at Vanguard, will explain how this landscape is set to challenge our thinking and throw up questions about how best to position client portfolios for the future. In such an environment, what future returns can be expected? How should investors construct their portfolios? And what role does passive investing have in this new world ?

Strategies to meet client income needs, whilst maximising legacy

Investment pathways with a possible diversion depending on the election result.

Targeting Stable Income in a Low interest rate world

Income funds, in general, make good sense for drawdown, mostly because the fund managers’ focus is targeting what the client wants: income. This focus calls for the managers to produce a level of income more aligned with the client’s expectations and indeed to do that well into the future. However, given the current uncertain climate, there are things that advisers must consider in terms of what may or may not suit their clients’ needs. Andrew Morris will look at traditional forms of income generation and how current monthly income funds are investing. In a world of increasing risk and the desire to chase yield, Andrew looks at an alternative income fund which aims to keep a consistent strategy of providing investors more certainty and better month-to-month budgeting in retirement.

What you will learn

  • State Pension update – Provide a brief update on the foundation for most people’s retirement. Topical facts and figures.
  • Final salary transfers – Staying safe in this market. We will take a look at partial transfers, outsourcing all or parts of the transfer advice process and demonstrate what the FCA see as best practice and suitable.
  • Investment Pathways – understand the forthcoming changes, how it impacts on your advice and what it means for your clients
  • Wake-up packs – we will update on the new FCA rules which mean providers will be talking to your clients at much earlier ages

Venue - Sheffield AMP Technology Centre

Agenda

9:00 | Arrival / tea/ coffee/ breakfast

9.30 | Vanguard - Passive Investing, Responding to a Changing World

10.15 | Kevan Ramanauckis– Strategies to meet client income needs, whilst maximising legacy

11:00 | Break

11.15 | Andrew Morris – Targeting Stable Income in a Low interest rate world

12.00 Close

Book your place

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