"How retirement can be enjoyed, not endured" Regional Chartered Body Alliance Webinar

Online Seminar
Thursday, 23 September 2021
2:00 pm – 3:00 pm

Ninety One Investment Seminar:

How retirement can be enjoyed, not endured

CPD Webinar held in conjunction with the CISI

Date: Thursday 23rd September 2021

Time: 2pm to 3pm

This presentation will count for 1 hour of CPD if relevant to your identified learning needs.

(Note: CISI members should book via the CISI website to avoid being charged an attendance fee)

Speaker

Ellie Clapton from NinetyOne Investments

Ellie is a portfolio specialist within the Multi-Asset team at Ninety One, responsible for product management across the range of Multi-Asset Growth, Income and Thematic Equity strategies. In this role Ellie represents the Multi-Asset team and its strategies with clients, as well as helping to develop solutions for clients and dealing with complex queries.

Prior to joining the firm Ellie was an investment analyst at GAM where she was responsible for fund research and manager selection across both the traditional and hedge fund universe. Her focus was primarily on European strategies (both equity and bond), as well as Property, Event Driven, and Convertible Bonds. Ellie started her investment career as a junior fund analyst at Wellian Investment Solutions with a focus on international equity funds.

Ellie graduated from the University of Manchester with a BA(Hons) degree in Economics, specialising in Development Economics and International Development and she is also a Chartered Financial Analyst (CFA®).

Seminar Overview

The UK’s 2015 pensions reform opened the floodgates for dozens of new retirement products to enter the market, often confusing retirees who just want to source thirty years of adequate income. With over 700 mixed asset investments to choose from in today’s market, Ninety One’s Retirement Solution checklist is often cited as an independent aid to help advisers plan a resilient long-term income stream to meet clients’ spending needs in retirement. There is often a mismatch between what a client specifically requires and what a product can actually deliver. Too defensive an approach can eat away at the overall pot, as can adding too much volatility. Is there a balance that can be struck? With the FCA’s long awaited suitability review of retirement advice likely to take place this year (Suitability 2), Ninety One will share their forward-looking view on what to consider in a decumulation strategy, that will help advisers evidence best practice to the regulator.

Learning Objectives

  1. Explain the relationship between assets, income and retirement goals
  2. Be able to describe and challenge the consensus of lifestyle strategies and outline the importance of growth in decumulation
  3. Identify that lower volatility is hidden alpha in decumulation strategies

Joining Instructions

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CII Accredited

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

1 hour's 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.