Science of Retirement Income Update Seminar-19th Sept 2017
SPEAKER :
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.
THE SEMINAR
Abraham Okysanya returns again following his well-received presentation last year to the Reading Institute Personal Finance Society and Thames Valley Personal Society members.
This session will explore key retirement planning issues that have practical implications for clients and their advisers including :
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How spending patterns change in retirement: myths and realities.
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Are CIPs and model portfolios for retirement income fit for purpose?
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Safe Withdrawal Rate Strategies
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Managing longevity risk in retirement
FULLY BOOKED
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
2 1/2 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 www.cii.co.uk/cpd.