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Defaqto: Selecting investment strategies for income

Retirement Webinar for Financial Advisers & Paraplanners

23 Jan 2019

Defaqto: Selecting investment strategies for income

Paul Tinkler, Insight Consultant, will give an introduction to the challenges facing advisers in managing retirement plans for clients in today’s marketplace.

The presentation introduces advisers to the current choices that their clients have in generating an income in retirement that have increased in relevance given the advent of pension freedoms.
The presentation also looks at the assessment of risk for clients, and highlights how this might differ for clients in the retirement phase over those in a wealth accumulation phase of investment.

This presentation is intended for financial advisers.

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