“Solving The Retiree Problem”
Australian retirees have a problem. With the COVID-19 pandemic pushing yields to historic lows, providing a sustainable income stream to meet client goals has never been more challenging or more important.
For example, funding ASFA’s ~$60,000 per year recommended “comfortable retirement” income at current 5-year government bond yields would require a ~$13 million portfolio.* Retirees and their advisers must now confront the risk that low yield and low growth retirement options may fail to generate enough income to fund a comfortable retirement.
With ~3 million** Australians approaching retirement in the next ten years, what strategies are available to help navigate this new retirement paradigm?
Join Will Baylis, Portfolio Manager at Martin Currie and Veronica Klaus, Head of Lonsec Investment Consulting, for a live discussion which will cover:
• What is the “Retiree Problem” and how to look to solve for it
• The key attributes for ensuring a “Sufficient Income for Life”
• Deep dive into the Legg Mason Martin Currie Retirement Income solutions
• How Lonsec strategically frames retirement portfolios
There will be an opportunity to submit questions during the live webinar. Register today!
CPD points will be available for this event and your CPD certificate will be provided via email following the webinar.
Can‘t make it to the live webinar? Register below to access the replay.
Click here to register, then use the link in your confirmation email to access the replay when you have time. The replay will be available for 30 days from the live event time.