Live Webinar - The Inescapable Truths of Disruption, Income and Modern Life (45 mins)

Thursday, 21 May 2020
10:30 am – 11:15 am (UK time)

In this webinar Stuart Podmore of Schroder Asset Management will outline alternative methods of income generation with reference to the current historically-low interest rate environment.

As analysis of Covid-19’s societal, economic and market impact intensifies, we re-visit some of our inescapable truths in the context of constant and changing trends within the investment and advisory profession. With your clients’ reliance on traditional sources of income coming under pressure, we discuss how our Maximiser and Monthly Income Fund range diversifies its income sources using option premia from selling covered calls. In trying to solve the problems of lower interest rates and high market volatility, we have flexibility to mitigate the temporary loss of dividends from some companies. Whether you believe in a V, U, W or L shaped recovery, we see the opportunities to deliver the reliable and attractive income that your clients need.

There will be an opportunity for questions at the end of the presentation.

Session learning objectives:

  • Review the current interest rate context
  • Identify the issues affecting dividend generation from 'blue chip' equities
  • Provide an update on product-based solutions that may assist in the maintenance of income at suitable levels.

Full joining details for the session (webhost and room reference) will be provided ahead of the event.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

3/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.