Retirement planning has never been so complex, or so full of opportunity. Leading experts from Premier Miton, Standard Life, Baillie Gifford, and T. Rowe Price cut through the market noise. The panel tackles the pressing challenges of today: How should investors balance liquid versus illiquid assets? Which inflation hedges matter most now? And why are traditional lifestyling and bond-heavy strategies falling short?
Host: Baroness Ros Altmann
Speakers:
- Richard Parkin, Head of UK Retirement, T. Rowe Price
- Jon Stewart, Investment Manager, Baillie Gifford
- Anthony Rayner, Macro Thematic Multi Asset Fund Manager, Premier Miton
- Claire Altman, Managing Director of Pensions Risk Transfer & Individual Retirement, Standard Life
Learning Outcomes:
- The challenge of protecting retirement incomes from inflation
- Why higher interest rates present more opportunities for advisers and their clients
- How the political and regulatory backdrop is affecting pension and investment planning
Chapters
- 01:31 Market Volatility and Retirement Planning Uncertainty
- 08:54 Traditional Life styling vs. Modern Retirement Investing
- 20:04 Risks and Considerations of Illiquidity in Portfolios
- 29:43 Guided Drawdown and Product Innovation in Retirement
- 36:57 Challenges of Retirement Income and Portfolio Construction