Webinar TRA Overview 1360X784

The Retirement Account

Explore how the Canada Life Retirement Account is a pension solution that does not change financial advisers retirement proposition but enhances it.

About the webinar

Date: Wednesday 23 September 2020

CPD: 30mins (structured)

In this webinar, we explore how the Canada Life Retirement Account is a pension solution that does not change financial advisers retirement proposition but enhances it.

It has been created to maximise the benefits afforded to us all by Pension Freedoms. We will highlight some unique features and explore solutions to keep more of your clients invested longer and control Underspend and Overspend risks. We will also share with you how advisers are using the Retirement Account to de-risk their retirement business and fit it into their Centralised Retirement and Investment Proposition.

The key points that we will cover include:

  1. Why Canada Life should become a strategic business partner for your client retirement proposition
  2. How the Retirement Account works and why, including some unique withdrawal strategies and tax control solutions for legacy planning
  3. How our investment strategy can change over time, to meet both yourself and your client’s needs – in the short, medium and longer term
  4. Typical Retirement Account client profiles, examples of who is being recommended by financial advisers or your peers

About the speaker

Kevan Ramanauckis

Kevan has over 30 years’ experience working with advisers and has been a pension and retirement specialist for over 25 years. As part of the technical team, Kevan writes articles and answers technical queries about The Retirement Account. He also delivers presentations on pension and retirement topics at local and national events.

Suggested support material for this webinar is available in the Retirement Help & Support section on our website.

To learn more about The Retirement Account, please contact your account manager or visit
canadalife.co.uk/contact-us

Note: the survey referred to in the recording was only available during the live webinar