About this Event
Join the Lonsec Investment Consulting team, along with Eleece Quilliam, National Manager, Invesco Consulting and Ashley O’Connor, Head of Investment Strategy, Invesco to discuss the following topics:
The New Retirementality – Help them find it and then help them fund it
Today’s retirees and pre-retirees are interested in pursuing their own dreams and goals, at their own pace, and on their own terms. The challenge is that, even though they are thinking differently about retirement, the financial services industry isn’t talking to them differently about it. “The New Retirementality” seeks to provide a fresh perspective for advisers to talk with their clients about retirement as well as the necessary tools to help them find and fund their retirement lifestyles.
The Retirement Dilemma – Balancing fear and greed.
In a low returning and uncertain world, the dilemma facing investors is how to generate a decent return without taking on too much risk? Those that chase return without an eye on risk may be exposed to large draw-downs that are unrecoverable in the retirement phase. Those that are too focussed on risk may not generate enough returns to have a sustainable income in retirement. Balancing these issues of sequencing risk and longevity risk requires a dual set of return and risk objectives that are equally important as each other. Furthermore, consistently achieving your investment objectives requires a globally unconstrained research agenda and a robust multi-faceted risk framework….now more than ever!