From saving to spending : navigating the world of decumulation
In this session Invesco will delve into the reasons behind the need for a more focused approach in providing regulated retirement advice amidst this changing landscape .
Learning objectives :
• Understand the forces that will increase the need for retirement advice .
• Assess the reasons for adopting a different approach in retirement .
• Explore key considerations for building retirement solutions .
Fabio Faltoni Multi Asset Product Director Invesco
Five warning signs of change : how to navigate them to meet client objectives
In this presentation , John Husselbee and James Klempster will discuss five challenges that could be opportunities for advisers and their clients .
Learning objectives :
• Explain how recent market performance signpost challenges : the rise of AI and mega caps and passives in a low growth , more volatile world in which globalisation is fragmenting .
• Identify ways active management and diversified investment approaches can aid clients in achieving their long-term investment objectives .
• Explain how a partnership orientated approach to investment and client management complements the ongoing requirements of Consumer Duty .
John Husselbee Head of Multi-Asset , Liontrust
James Klempster Deputy Head of Multi-Asset Liontrust
What is brand - for financial planners ?
If our brand is defined as our promise to our clients , how brand can improve profitability , save time , improve culture , help you differentiate and generate quality referrals .
Learning objectives :
• Explain the key components of brand for financial services businesses .
• Consider what good branding looks like and relate this to financial services .
• Evaluate how we currently articulate our personal , company and cultural brand .
• Explore how branding can develop loyalty and trust , deepen relationships and help generate referrals for your business .
Justine Randall Chief Commercial Officer Tatton
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Protection Roadshows Round 2 5th November – 4th December
The Protection Roadshows , offer the opportunity to really get under the skin of the latest products and developments and engage with some of the leading providers in the market . We are delighted to be back out on the road and you can now book your place at your chosen venue .
October 2024 | 7