IDD CPD Webinar - The Evolution of Retirement Income Advice

Wednesday, 28 February 2024
1:00 pm – 2:00 pm (UK time)
    • Yannis Katsis PFS IMC, Business Development Director, Just Retirement

Join us for an insightful webinar that is covering a very relevant topic - plus providing vital IDD CPD.

Yannis Katsis, the Business Development Director as Just Group will be providing some very topical and relevant CPD.

As we await the findings from the regulator on the outcomes from their thematic review on retirement income, Just Group, the retirement specialist, will be exploring some of the questions raised by the FCA and consider how using guaranteed income solutions can help reduce volatility and improve income sustainability in drawdown.

They will expand on their work with risk profilers, cash flow modellers, discretionary fund managers and advisers in helping to create and model more robust decumulation solutions.

Learning Objectives

The Learning Objectives for this Webinar are as follows:

  • Understand the different sustainable approaches to investing and distinguish between them.

  • Learn how to effectively interpret the values, priorities, and preferences of investors when it comes to sustainability within their investments.

  • Improve knowledge of the available solutions for different client segments.

Yannis Katsis

Yannis has 20 years’ worth of experience in business development and marketing across the UK investment management and financial advice industry. He has experience as both a financial adviser and senior manager and partner within two LLPs.Working with multiple boutiques during his career, Yannis has gained valuable insight into various investment strategies and asset classes, including traditional equity, bond and alternatives funds and hedge fund strategies.Yannis has helped many firms consider new ways of diversifying their portfolios, helping to provide better outcomes for their investors. He also has particular expertise in the growing area of decumulation investment management and advice.

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