Live Webinar - Fund Selection at Drawdown - Risk Profiling for Income

Wednesday, 30 June 2021
10:30 am – 11:30 am

SYNOPSIS:

Unlike at accumulation, decumulation includes added risks. Since Pension Freedoms in 2015 there has been a significant rise in the use of income drawdown with an equal rise in the need to manage decumulation risks.

Andrew Morris, product specialist at Canada Life Asset Management will be covering the risks associated at retirement and the options available to advisers to help manage these, with a focus on multi asset and risk targeted funds to help combine what is already in place within an investment proposition.

The session will also identify how risk targeting funds aligned to leading risk profiling tools link in to FCA guidance within a CIP and how they can be considered when discussing long term flexible objectives in retirement.

LEARNING OBJECTIVES:

  • The current risks at decumulation
  • The different fund strategies in drawdown
  • The benefits of using risk-targeted funds at retirement

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 www.cii.co.uk/cpd.