Quarterly events to occur in 29 locations across the UK starting in January.
13:00 – 13:30 – Lunch & registration
13:30 – 13:40 – Introduction – Andrew Davies
13:40 – 14:10 – From accumulation to decumulation: a structured approach to drawdown planning – Brooks Macdonald
When investors start to rely on their long-term savings as their main source of income, we believe they need a new investment solution. In this presentation, we provide an overview of our decumulation strategy and explain how it is designed to overcome the risks specific to investors during their retirement, and how it aims to meet investors’ income requirements over the long term.
14:10 – 14:40 – Current market insights and outlook beyond Brexit – Invesco
Against a backdrop of rising protectionist rhetoric and policies, increasing Central Bank policy divergence and concerns over where we are in the economic cycle a heightened level of investor uncertainty prevails. Invesco will provide a broad macroeconomic and market update to put these concerns into perspective to better inform your decision making process and client conversations.
14:40 – 15:05 – Meeting clients’ investment management needs – Brooks Macdonald
In this presentation we will be explaining how we look to meet our varied private client needs. We will provide an interpretation of the current macroeconomic environment and how that translates into our asset allocation strategy; providing insight into how our investment management process aims to achieve strong market returns despite the current challenging backdrop.
15:05 – 15:10 – Event Close – Andrew Davies
To hear our views on the macroeconomic environment, Brexit, helping clients plan for decumulation and the associated risks please Register using the link below
WHEN:13th February 2019 – 13:00 start
WHERE:Cardiff – Brooks Macdonald