Investments  

Clients need new centralised retirement propositions

Clients need new centralised retirement propositions
 Photo: Danny Meneses via Pexels

The changing world demands the development of more robust centralised retirement propositions for clients. 

With Covid-19 creating significant disruption to equity markets earlier this year, putting pressure on pension portfolios and giving people on the cusp of drawdown pause for thought, Sanlam has created an adviser event to look at these issues. 

As part of its series of Adviser Insight events, Sanlam will be running a free event for advisers called Decumulation - Developing your Centralised Retirement Proposition. 

To be held on Tuesday September 22, between 11 and 12, the session will look at the ways in which different withdrawal and investment strategies compare for clients in decumulation. 

Abraham Okusanya, founder of FinalytiQ and creator of Timelineapp.co, will consider the facts (or indeed the science) of retirement by exploring those issues.

According to Sanlam, the session will draw upon a wealth of historical data to demonstrate how advisers can assist their clients in the retirement income market.

Lawrence Cook, head of UK intermediary distribution for Sanlam, said Covid-19 has not only affected daily business models but also highlighted how important it is to share and communicate ideas.

Mr Cook said: "The global pandemic has not only affected how we conduct business day to day, but has highlighted the importance of sharing ideas and connecting with others.

"We hope that our series of virtual events give advisers access to their peers and real insights they can use to support their businesses and clients as we navigate these uncertain times”.

Register for the eventhere.