Approaches to Producing the Income
What is the right approach given the client circumstances? How do you provide evidence to support an investment-based plan or a safety-first strategy, or maybe a combination of both? How do you manage a guaranteed income alongside an investment? PROD tells us that the approach taken needs to be client-centric. Different solutions will suit different scenarios and client circumstances. In this session, we’ll look at the various approaches and the factors you need to take into account.

By viewing this webinar, you will be able to:
1. Recognise the main methods of using investments to produce an income
2. Discuss the impact of the variable assumptions that can be applied
3. Recognise the investment challenges that may exist
4. Discuss the challenges of sequence risk and volatility
5. Understand the relevance of guaranteed income in an overall retirement plan
Please complete the form below to access the recording.

By submitting this form, you allow Just to contact you regarding this recording.
This recording qualifies for 30 minutes of CPD.
For further information please contact your dedicated account manager. Alternatively contact our events team on 01737 233315 or by email.

Just is a trading name of Just Retirement Limited (‘JRL’), Just Retirement Money Limited (‘JRML’), Partnership Life Assurance Company Limited (‘PLACL’) and Partnership Home Loans Limited (‘PHLL’) which are subsidiary companies of Just Group plc. JRL is registered in England and Wales, with company number 05017193. JRML is registered in England and Wales, with company number 09415215. PLACL is registered in England and Wales, with company number 05465261. PHLL is registered in England and Wales, with company number 05108846. The registered office for JRL, JRML, PLACL and PHLL is Enterprise House, Bancroft Road, Reigate, Surrey, RH2 7RP. JRL and PLACL are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. JRML and PHLL are authorised and regulated by the Financial Conduct Authority. For more details about the Just Group please visit www.justgroupplc.co.uk. Calls may be monitored and recorded, and call charges may apply. Lines are open 8.30am to 5.30pm, Monday to Friday.


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