The Pensions Income Dilemma

Evelyn Partners Offices
Friday, 23 February 2018
12:00 pm – 2:00 pm (UK time)

This topical talk will cover:
- The retirement advice market in context
- Living too long or dying too soon – the issues of longevity and mortality
- What is a sustainable income? – the regulators and wider views
- Challenges with traditional income sources ( investment views on Fixed Income and Equities for income)
- Multi Asset Investing – defining it, its advantages and challenges

The learning objectives for the session are to understand:
- the opportunities and challenges of the retirement advice market, post pension freedoms
- forthcoming challenges when investing for retirees
- how to define, and potentially deliver, sustainable income

Please reserve your place at this event by registering here

About the Speaker:
Stephen Hunter is head of business development at Seneca Investment Managers working closely with advisers and wealth managers.
Throughout his career, Stephen has been heavily involved in the Pension and Investment markets having been involved in the development and launch of some innovative annuity and drawdown products.
Stephen has always had an interest in this developing and challenging part of the retirement income market.
Now with Seneca Investment Managers, Stephen works with advisers in helping to support investment solutions and client income needs.
Stephen is a chartered member of the Insurance Institute and lives in Liverpool with his wife and family.

  • Evelyn Partners Offices
  • Liver Building, Pier Head
  • Liverpool
  • L3 1NY
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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