Videos and webinars on retirement and investments
While inflationary pressures and the cost of living crisis are continuing to bear down on consumers, Consumer Duty, the Thematic Review on Retirement Income, and ongoing macroeconomic uncertainty are front of mind for advisers. In this webinar we explore why we've seen a resurgence in annuities and what clients are now looking for in retirement, delve into the behavioural science behind investing, and bring to life our blended solution (which combines a fixed term annuity with smoothed investment) through client case studies and testimonials. Recorded 29/11/2023.
Our Smoothed Managed Fund range is managed in collaboration with Columbia Threadneedle. Learn more about the collaboration and what this means for your clients.
Our webinars offer information on our proposition and guidance on a number of retirement and investments topics.
While inflationary pressures and the cost of living crisis are continuing to bear down on consumers, Consumer Duty, the Thematic Review on Retirement Income, and ongoing macroeconomic uncertainty are front of mind for advisers. In this webinar we explore why we've seen a resurgence in annuities and what clients are now looking for in retirement, delve into the behavioural science behind investing, and bring to life our blended solution (which combines a fixed term annuity with smoothed investment) through client case studies and testimonials. Recorded 29/11/2023.
In the last year we have seen Bank of England base rates increase dramatically, with many advisers and clients turning to cash to cushion volatility in a turbulent environment.
But the perceived 'safety' of cash can be misleading. With persistent inflation, taking a more balanced approach to a client's allocation of cash and investments could prove beneficial over the long term.
Our Smoothed Managed Fund range has delivered low volatility and potential for steady, long-term growth for your clients since 2006. And now, we're entering a new era for LV= Smoothed Managed Funds through our exciting new partnership with BlackRock.
In this webinar we get under the bonnet of the SMF investor experience, explore fund performance in Q1 2023, and what's next as we look to the future of Smoothed Managed Funds.
In these tough market conditions, it’s no wonder your clients might be more risk averse than they were previously.
According to our latest Wealth and Wellbeing research, two-thirds of UK adults don’t feel comfortable with financial uncertainty. That’s up 9% in a year.
In this webinar, we take a deep dive into our latest research, uncovering the state of the nation when it comes to financial resilience, and explore solutions that work for clients across a broad spectrum of risk composure, including our unique approach to blending guaranteed income with low volatility growth.
This webinar features a quarterly investment update by our Chief Investment Officer, Adam Ruddle, who discusses how the LV= Smoothed Managed Funds have performed, and offers our view on current market conditions and our outlook for the coming months.
We are also joined by Senior Business Development Manager Jonathan Kidd, who explores how blending LV=’s Smoothed Managed Funds with other investment solutions can diversify and stabilise a client’s portfolio, offering a less volatile journey tailored to the investors’ composure.