Our TALK webinars offer dynamic, interactive discussions where you shape the conversation. With mics and cameras enabled, engage directly with leading industry experts on some of our most requested topics. Share ideas, ask questions and gain insights in a collaborative environment designed for meaningful conversation.
Join us on Thursday 28th May for a 1-hour session with experts from Verve and Momentum to unpack the latest on Retirement Income.
A New Direction for Income?
As inflation and interest rates shift, are we witnessing a new normal or simply a return to long-term averages? For retirement investors who rely on income from their capital, rising living costs present a growing challenge.
With increasing regulatory focus on income strategies and the findings of the Retirement Income Review, there is a clear need to prioritise decumulation solutions that align with investor outcomes. In today’s markets, traditional income strategies may no longer suffice. It’s essential to explore broader opportunities that can deliver consistent, sustainable income while managing risk and meeting client expectations.
In this session, Momentum Global Investments will provide insights on:
• A refresher on the principles and guidance from the Retirement Income Review
• Key considerations for a Centralised Retirement Process (CRP)
• Exploring diverse income opportunities with a focus on Natural Income and Real Assets within an outcome-focused portfolio
• Thoughts around IHT planning and pension assets
Learning Objectives:
Identify the key guidance and recommendations from the Retirement Income Review
Understand the critical components of a Centralised Retirement Process (CRP)
Consider how Natural Income and Real Assets can be used to align with client income needs
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