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Care / Vulnerability

Retirement income

Care / Vulnerability

Long-term care webinar: CF8 - examining the themes

Join Karl Steadman and Jacqueline Berry from My Care Consultant for an insightful webinar as we discuss the themes covered in the CF8 Long-term Care examination. This session will highlight the crucial areas of the exam, offering a comprehensive overview of the key topics. 

Date

Time

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24 April 2025

10.00am

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Webinar: The care report 

In this session we explore the findings of our recent Care Report, shedding light on the main concerns and what advisers can do to respond.

Live date

Duration

On-Demand

27 February 2025

60 minutes

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Retirement income

Retirecast Episode four -  Time to go with the (cash) flow?

We’ll be joined by FinCalc’s Gavin Shears to discuss stress-testing and scenario planning for clients approaching and in retirement. 

Date

Time

Registration

29 April 2025

10.00am - 10.30am

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Retirecast Episode three - Sustainable strategies for spending

In this session, we’ll explore how to align the client’s objectives and characteristics with a plan designed to achieve their retirement goals. We’ll consider various approaches, examine the advantages and disadvantages of each, and evaluate how a single or blended approach might be suitable.

Date

Time

On-Demand

27 March 2025

20 minutes

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Retirecast Episode two - This time it's personal

In Retirecast episode two, we'll talk about personalising retirement advice by understanding client aspirations, behavioural drivers, and risk attitudes. Explore strategies for better outcomes in just 20 minutes.

Live date

Duration

On-Demand

25 February 2025

21 minutes

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Retirecast Episode one - Why spending needs a different approach to saving

In this new webcast, you'll discover a new perspective on retirement planning with Just's Martin Lines, Jean-Paul Grenade, and Yannis Katsis. As clients transition from saving to spending, the shift from ‘accumulation’ to ‘decumulation’ introduces several challenges. It's crucial to navigate these effectively, ensuring risks are mitigated and actions are well-documented.

Live date

Duration

On-Demand

30 January 2025

20 minutes

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For further information please contact your dedicated account manager.

Alternatively contact our events team on 01737 233315 or drop us an email at events@wearejust.co.uk