For clients relying on a drawdown portfolio for retirement income, the combination of higher inflation, rising interest rates and capital market volatility have put asset allocations under intense scrutiny. 

The positive correlation between equities and bonds over the last 12 months has meant the usual defensive assets haven’t provided protection against market volatility, contributing to a poor sequence of returns rather than defending against it. This is a phenomenon that, a review of historical performance demonstrates, is far more common than you may think.

So how do you build a retirement income portfolio with the resilience to cope with the ups and downs of the investment and economic landscape and the changing circumstances of your client?

In this webinar series, we’ll be joined by experts to discuss the challenges of using traditional investment models with retirement income clients; then step through independent evidence demonstrating how replacing elements of fixed income with guaranteed income can help enhance long-term portfolio values, enabling:
• income to be optimised;
• a more sustainable portfolio; and
• improved legacy.

Register now to join us for the series and earn 45 minutes of CPD for each webinar viewed.

Retirement portfolios – time for a more sustainable approach?

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