Webinar - PFS - Decumulation-strategies for investing/sustainable income in retirement

Overview

Canada Life Asset Management will be covering the risks associated at retirement and the options available to advisers to help manage these, with a focus on multi asset and risk targeted funds to help combine what is already in place within an investment proposition.

During the session we will discuss how risk targeting aligned to leading risk profiling tools can be considered when discussing long term flexible objectives in retirement.

Learning Objectives

At the end of the session, participants will be able to

• Describe the risks in drawdown
• Explain the different fund strategies in drawdown
• Demonstrate the benefits of blending risk levels for drawdown clients

Craig Metcalf

Craig is responsible for leading and promoting the company’s offering in the UK advisory market. He is in charge of developing and managing relationships with Canada Life Asset Managements’ major distribution partners and advisory sales channels across the UK.

With over 15 years of investment management experience, Craig joined Canada Life Asset Management from Aberdeen Standard Investments where he was Third Party & Major Distribution Director. Before that, he built and drove platform sales as Business Development Director at AXA Elevate & Cofunds.