PFS seminar- Science of Retirement Update-18.9.18

Green Park Conference Centre
Tuesday, 18 September 2018
12:00 pm – 2:00 pm
    • Abraham Okusanya, Founder/CEO Timelineapp.co; Founder and Director Finalytiq

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.

Technology is transforming the way we deliver retirement planning. This session explores how new technology tools enable advisers to illustrate sustainable withdrawal and help clients visualise likely outcome in retirement.

New software solutions have recently emerged for financial advisors, specifically to illustrate and personalise withdrawal rate strategies to a client's unique circumstances. Advisers are able to model the impact of varying assumptions, from a wider range of asset classes to the impact of investment expense ratios and advisory fees, and time horizons that may be longer or shorter than the conventional 30 years.

Using a practical case study, the session will include:

  • Summary of the pros and cons of main flexible withdrawal strategies
  • How to help clients visualise likely chances in their income under a wide range of market conditions
  • Impact of fees, asset allocation and market valuation metric
  • Crafting a personalised Withdrawal Policy Statement
  • A look at the next wave of technology will enable advisers to optimize, automate and track retirement income strategies

This event is free to attend and has been funded by the Insurance Institute of Reading.

However, if you need to cancel your booking after 10th September, we will still be liable for the delegate rate for your place and there will be a cancellation fee due of £35.

BOOKINGS ARE ON A FIRST COME, FIRST SERVED BASIS.

BOOKINGS CLOSE ON 9th SEPTEMBER.

Venue
  • Green Park Conference Centre- Cirrus
  • 100 Longwater Drive, Green Park
  • Reading
  • RG2 2GP
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 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.