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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

In this presentation, Andrew will run through the different types of strategies available for fund selection at drawdown, the common beliefs held when selecting funds and an alternative look at how pot investing can help manage risks inherently found at income drawdown.

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 - Leicester Marriott Hotel

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Agenda

9:00 | Registration/ 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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