A Chartered Financial Planner working with higher net worth clients. Average client age is approximately 51 and assets are broadly evenly split between accumulation and retirement (58%/42% respectively).
Planning for a sustainable retirement income
Sorry we missed you
Our CPD-qualifying January 2020 Roadshows have now finished
We invited experts Mark Polson, Sir Steve Webb and Sarah Pennells to share their insights and lead our debate.
The focus was on how regulation and a changing – and ageing population – are making planning for a sustainable retirement income increasingly challenging.
We shared some interesting case studies generated from research carried out for us by the lang cat as well as a policy paper from Royal London on intergenerational wealth, that we thought you might find interesting.
Case Studies & Slides
Download the case studies & slides which were discussed at the January 2020 Roadshow
Case study 1
Case study 2
A Chartered Independent Financial Planner, working primarily with business owners and the selfemployed. Around 28% of client funds are currently in drawdown/providing an income in retirement.
Case Study 3
a firm of Chartered Financial Planners with AUA of £300 million, working mainly with later life clients, the average age of which is around 67 years old.
Case Study 4
A group of independent financial advisers with AUA of £179m. The majority of the firm’s clients are in retirement.
Case study 5
A firm of Chartered Financial Planners offering comprehensive independent financial advice with £150 million AUA. The firm’s clients are, on average, between 55 and 60 years old. Around 60% of the client base is in decumulation
The lang cat slides
How firms are putting centralised retirement propositions together
Royal London Policy Paper 12
Will harassed ‘baby boomers’ rescue Generation Rent?