Sign up for our 'Shaping Income In Retirement' webinar now
12 May 2021
On our panel for the next Dunstan Thomas webinar, 'Shaping Income in Retirement', going ahead on 26th May is:
- Adrian Boulding, Director of Retirement Strategy, Dunstan Thomas
- Peter Ellis, CEO, Spire Platform Solutions
- Jessica List, Pension Technical Manager, Curtis Banks Group
- Barry Foster, Technical Sales Manager, Curtis Banks Group
Here are just a few of the questions that the panel will be addressing in individual presentations and live discussion between panel members:
- How much retirement income do we actually need?
- Is the fact that 90% of DC pension savers are currently at high risk of not achieving their Target income Replacement Rates, as defined by the Pensions Commission, the biggest looming issue of our times and how do we tackle it?
- For those in-retirement – how do we ensure those savings last?
- What factors need to be considered when planning income needs in potentially lengthier retirements? What models can help plan the typical retirement income journey?
- How does Generation X put order into the patchwork quilt of assets, including pensions, that many are holding as they approach retirement and how do they best ensure that translates into adequate income in retirement?
- In what order should those in retirement decumulate?
- Should early retirees be exploring buying an annuity to provide that baseline essential income needs? What does that mean for pension investments that are left?
- What should those deeper into retirement do to minimise inheritance tax and recognise Pension Freedoms-linked Death Benefits?
- What other tax efficiencies in retirement can be found through diversifying investments across a range of tax wrappers?
- Are pensions likely to remain in place as a key part of people’s retirement strategy and where should they sit within a diversified portfolio of tax wrappers?
These and many other questions will be discussed by our expert panel. We welcome your questions too, which you may either email to us in advance or submit in the ‘Ask a Question’ area during the webinar.
So please register now to attend what is set to be a very interesting hour from 12 to 1PM on Wednesday 26th May 2021.