Sustainable Withdrawal Rate

Sheraton Hotel
Thursday, 23 November 2017
5:45 pm – 6:45 pm

The Insurance Society of Edinburgh is happy to announce that their next event will explore the extensive research behind Sustainable Withdrawal Rate strategies for drawdown portfolios.

The discussion will include the myths and realities of how spending patterns change in retirement, and how to manage longevity risk in retirement.

Learning objectives:

By attending this event delegates will be able to identify:

  • Why existing methodology on retirement income planning isn’t fit for purpose
  • How to apply a robust and empirical framework to retirement income planning
  • The research on how to ensure a pot of money last a lifetime using sustainable withdrawal strategies
  • Tools to ensure your retirement income planning and investment process is fit for purpose.

Delegates will go away an understanding needed to ensure that their retirement income planning and investment process is fit for purpose post pensions freedoms.

The seminar will be delivered by Abraham Okusanya. Abraham is founder of investment and retirement research consultancy, FinalytiQ and creator of Timeline.co, an innovative online application for illustrating sustainable withdrawal strategies in retirement portfolios.

He has authored several industry papers and delivered talks to the FCA, Chartered Insurance Institute, Personal Finance Society and several conferences across the country. He holds a Master’s degree from Coventry and an alphabet soup of designations, including the IMC, CFP, Chartered Financial Planner and Chartered Wealth Manager. But of course, no one really cares.

Abraham was one of 5 finalists for the Professional Adviser Personality of Year Award 2015, alongside the then Pensions Minister Steve Web

Venue
  • Sheraton Hotel
  • 1 Festival Square
  • Edinburgh
  • EH3 9SR
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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.