Canada Life UK Events

9am – Arrival, Buffet Breakfast, Tea and Coffee

9:30 am - 10:00 am |
Strategies to meet client income needs in Retirement, whilst maximising Estate legacyAndrew Tully (Pension Technical Director) 

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.

10:00 am - 10:30 am | Targeting Stable Drawdown Income in a Low interest rate world. Featuring Canada Life’s new Income targeted funds - Andrew Morris (Canada Life Fund Specialist)

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.

10:30 am – Break

10:45 am – 11:15 am  | Passive Investing, costs, performance and heritage. Responding to a Changing World - Guest Speaker Vanguard, Ben Burton (Intermediary Business Development) 

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? 

11:15 am – 11:40 am  | Providing growth whilst balancing volatility and longevity risk - Guest Speaker Investec, Tommy Canty (Sales Manager) 

Balancing the objective of avoiding a catastrophic capital loss as your client nears retirement, together with delivering “real” growth can be a daunting prospect for some advisors. During this presentation, we will look at the responsibility of fund groups and providers to help advisors manage volatility and longevity risk.

11:40 Close

CPD Opportunity - 3.5hrs

In these sessions we will look at:

  • Exploring the changing risks clients face as they start to take an income from their pension
  • Considering what a Centralised Retirement Proposition is, and why you may want to consider having one
  • Discuss the key steps in developing a CRP
  • A look at the latest legislation timeline.
  • Key Threats to a sustainable Centralised Retirement Proposition
  • How the “Investment Pathway” directive may increase options for the advised market
  • How solutions that provide greater predictability around the variable help

Venue - Preston Marriott Hotel


9:00 am | Arrival – breakfast, teas/coffees

9:30 am | 1st presentation

Andrew Tully, Canada Life

10:00 am | 2nd presentation
Andrew Morris, Canada Life Investments

10:30 am | Break 

10:45 am | 3rd Presentation
Ben Burton, Vanguard

11:10 am | 4th Presentation
Tommy Canty, Investec

11:40 am | Close

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