Living, Lifestyle, Luxury, Legacy. Join M&G’s Les Cameron on Thursday 17 September (10:00–11:30) for practical insight on guaranteed income in retirement – helping you have confident client conversations on managing risk, tax treatment and intergenerational wealth. Secure your 90 minutes of CII Structured CPD.
When it comes to delivering retirement outcomes, a simple way of looking at income is the four L’s – Living, Lifestyle, Luxury and Legacy.
Join us for a session with Les Cameron, Head of Technical at M&G, who’ll be taking a look at the key risks facing those approaching or already in retirement, and compare the use of lifetime guarantees and temporary guarantees in delivering client outcomes.
With one eye on the “legacy”, we’ll also look at the death benefits attached to guaranteed incomes and their role in intergenerational wealth transfer.
It’s a “session of two halves”, with a special appearance from Karen Fitzpatrick, retirement specialist at M&G, for a short half-time show where we’ll cover the Prudential Guaranteed Income Plan.
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