This is the second in our series of It’s all kicking off in the world of retirement income planning Assemblies exploring the new practicalities of retirement income planning – a series made possible with the support of our friends at Just.

In our first Assembly, we asked why it’s all kicking off in the world of retirement income and considered events that have prompted paraplanners to consider an expanding range of strategies to help clients achieve their retirement income goals.

In this Assembly we’ll be getting real by digging into the paraplanning practicalities. During the lunch hour session we expect to cover:  

• what the research says
• using forecasting software to consider annuities and secure lifetime income
• looking at modelling examples
• what it all means for assets under management and client risk profiles
• how it works on a platform

To help, were joined by guests Jean-Paul Grenade and Karl Steadman from Just. 

CPD and resources

You can find links to the slides that JP and Karl refer to during the event on the event page where you'll also find a link to a survey. If you complete the survey, a CPD record of your attendance will be emailed to you automatically.

Book the final session in the series now

In the third and final part of the series – you can book your spot here now – we’ll be gathering online at 1pm on 8 June 2023 to explore three case studies. Each case will allow us to consider the suitability of different strategies to meet the ambitions for retirement income of each client. Naturally, we’ll be considering how the Consumer Duty affects the choices available too. 

Listen to part one

If you missed the first Assembly in the series, pop over to the event page – visit Why is it all kicking off in the world of retirement income planning? – where you’ll find a video replay and podcast episode link plus links mentioned during the event.

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