43452 FS RI Forum 2500x220 R1 FS RI Forum webinar

Value-add strategies for retirement in 2020 and beyond

For financial adviser use only
Financial Standard's Best Practice Forum on Retirement Income is delivered as a Video on Demand program in 2020. Andrew Lowe, Challenger’s Head of Technical Services presents on value-add retirement income strategies for 2020 and beyond.

Environment for the provision of pre and post retirement advice has been challenged by significant market volatility and legislative change, meaning retirement strategies have been required to evolve. However, this environment of uncertainty clearly reinforces the value of advice.

Andrew explores timely and practical client strategies that could be immediately implemented to improve retirement income outcomes for your clients at all stages of their retirement. He  examines triggers for retirement advice and explores new strategic solutions. Andrew also highlights how a comprehensive retirement income strategy implemented now, can improve client retirement outcomes both today and into the future.

View Andrew’s presentation below to gain insights into navigating through the strategies and considerations required for clients transitioning to or in retirement.

To gain your CPD points, please register to Financial Standard's Best Practice Forum on Retirement Income here.