Canada Life UK Events

 

Your Centralised Retirement Proposition (CRP) 

A Centralised Investment Proposition (CIP) gives advisers the framework to provide consistent outcomes for their clients primarily during the accumulation phase. But what about during decumulation? A Centralised Retirement Proposition (CRP) helps advisers assess their client's ability to bear loss and consider whether the current investment strategy is the right one in the decumulation stage.

Fresh Approaches to Income Drawdown 

In this presentation, Andrew Morris, Product Specialist at Canada Life Investments, 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.

Vanguard - 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 ?

What you will learn

  • Explore the changing risks clients face as they start to take an income from their pension
  • Consider what a Centralised Retirement Proposition is, and why you may want to consider having one
  • Discuss the key steps in developing a CRP

Hampden Park, Glasgow

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Agenda

09:30 | Arrival – tea/coffee/breakfast

10:00 | Your Centralised Retirement Proposition
Andrew Tully, Technical Director, Canada Life

11:00 | Fresh Approaches to Income Drawdown
Andrew Morris, Product Specialist, Canada Life Investments

11:30 | Passive Investing: Responding to a Changing World
Ben Burton, Business Development Manager, Vanguard

12:00 | Finish 

Book your place

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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 and the Prudential Regulation Authority.