Science of Retirement Income Seminar

Speaker: ABRAHAM OKUSANYA, Founder and Director, Finalytiq

Abraham is the principal at FinalytiQ, a research firm specialising in investment propositions, pensions and platforms. He sits on the investment committees of several financial planning firms, and he's frequently sought by asset managers, pension and platform providers looking to build products and propositions that are fit for purpose.

Abraham holds a Master's degree from Coventry University and an alphabet soup of more financial services qualifications that he or anyone else cares to remember, including the IMC, Chartered Financial Planner, CFP, Chartered Wealth Manager designations.

HE SEMINAR

Pension Freedoms ripped the rule book on retirement income planning. While greater choice and flexibility present opportunities for clients and adviser alike, it also presents a number of challenges in generating a stable and sustainable income throughout retirement.
With many clients facing what is possibly over 30 years in retirement, there's an acknowledgement that planning people's retirement should be based on more than just sticking the proverbial finger in the air.

This session will explore extensive research on the latest thinking on retirement income planning, including;

· Historical Illustration of sequence risk and its impact on retirement portfolios

· Deterministic Vs Probability-based retirement modelling tools, strengths and weaknesses

· Exploring 20 years of 'Safe Withdrawal Rate' research and its practical application in retirement planning ?

· Introduction to sustainable withdrawal strategies

· Assessing guaranteed draw downs and third-way products

THIS IS A FREE EVENT BUT PLACES ARE LIMITED.

BOOKINGS ARE ON A FIRST COME, FIRST SERVED BASIS

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