Helping clients achieve financial success through decumulation. 15 December 2021

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Many clients have seen their investments, pensions and savings grow over the decades so they can enjoy financial independence when they come to retire. Nevertheless, how can advisors make sure they will achieve success in retirement, with enough to live off over a period that may span 30–40 years and meet their other goals, given the many additional risks facing retirees? The answer lies in an integrated wealth planning and investment approach that seeks to help clients (and advisors) understand those risks, which include inflation, longevity and sequence risk.

In this webinar, and building on the article entitled The Decumulation Opportunity in Issue 6 of the 2021 STEP Journal, John Williams TEP, Head of Wealth Planning at Nedbank Private Wealth, discusses these risks in detail with Annamaria Koerling, Delfin Private Office. The discussion will explore how they can be managed and what plans advisors can put in place to ensure their clients enjoy their retirement in the lifestyle to which they aspire.

With time set aside for a Q&A session, case studies will be presented to help highlight how clients transition from a career or running their own business, that is, the accumulation phase of life, to the time when they draw down on their assets in retirement: decumulation. Other opportunities the planning process should offer will also be discussed, in terms of ensuring clients’ withdrawals are sustainable while also considering potential plans for supporting their children and leaving a legacy.

Hear from the following speakers. 

  • Annamaria Koerling, Delfin Private Office, UK and Malta
  • John Williams TEP, Nedbank, UK 

Sponsored by

    Nedbank Private Wealth logo_2021

     

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    Schedule
    13:00 - 14:00 (GMT)
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    STEP Web Events
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    Add to Calendar 2021-12-15 13:00:00 2021-12-15 13:00:00 Helping clients achieve financial success through decumulation. 15 December 2021 Many clients have seen their investments, pensions and savings grow over the decades so they can enjoy financial independence when they come to retire. Nevertheless, how can advisors make sure they will achieve success in retirement, with enough to live off over a period that may span 30–40 years and meet their other goals, given the many additional risks facing retirees? The answer lies in an integrated wealth planning and investment approach that seeks to help clients (and advisors) understand those risks, which include inflation, longevity and sequence risk. In this webinar, and building on the article entitled The Decumulation Opportunity in Issue 6 of the 2021 STEP Journal, John Williams TEP, Head of Wealth Planning at Nedbank Private Wealth, discusses these risks in detail with Annamaria Koerling, Delfin Private Office. The discussion will explore how they can be managed and what plans advisors can put in place to ensure their clients enjoy their retirement in the lifestyle to which they aspire. With time set aside for a Q&A session, case studies will be presented to help highlight how clients transition from a career or running their own business, that is, the accumulation phase of life, to the time when they draw down on their assets in retirement: decumulation. Other opportunities the planning process should offer will also be discussed, in terms of ensuring clients’ withdrawals are sustainable while also considering potential plans for supporting their children and leaving a legacy. Hear from the following speakers.  Annamaria Koerling, Delfin Private Office, UK and Malta John Williams TEP, Nedbank, UK  Sponsored by   STEP Web Events STEP Web Events Europe/London public