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Adviser 3.0: The Podcast

Adviser 3.0: The Podcast

Business:Investing

Guaranteed Income - JUST Special

Guaranteed Income - JUST Special

2023-02-01
Download Right click and do "save link as"

Abraham joins Peter Ellis from JUST for a special on guaranteed income, here’s what they discuss:

The humble annuities…

  • How do they fit into the retirement plan?
  • Can you think of them as an asset class?
  • Do annuities and investment portfolios mix?
  • Product innovation and constructing a product
  • Creating more sustainable portfolios
  • The alternative asset debate
  • Modelling guaranteed income alongside investment assets
view more

More Episodes

Ep. 95 - Property to Prosperity: Roland Whyte on Real Estate's Role in Retirement Success
2024-10-24
Ep 94 - Wills, Trusts, and Musts: Matthew Hutton's Masterclass in Legacy Planning
2024-10-02
Ep 93 - The Rise of Non-Regulated Financial Planning with David Hole
2024-09-18
Ep 92 - Live Forever, Financially: Fixed Fees and Niche Expertise with Mary Waring
2024-09-04
Ep. 91 - Growth, Succession, & the Next Generation: Jamie & Emma Talk Investing In The Future
2024-08-21
Ep 90 - Game Changer: How Vanguard Disrupted UK Fund Distribution with Neil Cowell
2024-08-14
Ep 89 - Ambition in Finance: Marrying Money and Meaning with Guy Skinner
2024-08-01
Ep 88 - The State of the UK Equity Market with Charles Hall, Peel Hunt
2024-07-17
Ep 87 - Connecting Wealth with Purpose: Katherine & Ollie on Building Six Degrees
2024-07-04
Ep 86 - The Elephant in the Room: James Dent's Blueprint for Wealth Protection
2024-06-19
Ep 85: Preserving Uniqueness: Caroline Hawkesley on Progeny's Adviser Development
2024-06-05
Leading with Trust and Empathy: Simon Rogerson of Octopus Group
2024-05-24
Platform 3.0 - David Ferguson & Abraham Okusanya on the next generation of platforms
2024-05-22
Ep 82: A Positive Imprint: Building a Visionary Firm with Amyr Rocha Lima
2024-05-03
Ep 81: Flying High with Financial Flair - Yellowtail Approach with Dennis & Sarah
2024-04-10
Ep 80: Passing the Torch - Exploring Internal Succession Triumphs with Nik Marsh
2024-03-27
Ep 79: Is Venture Capital Revving Up Adviser Tech? A Conversation with BlackFin Tech’s Loic Fonteneau
2024-03-15
Ep 78: Meaningful Conversations with Esteemed Financial Educator Pete Matthew
2024-03-01
Ep 77: Leading Ladies of Finance: Samantha Secomb’s Crusade for Women's Financial Success
2024-02-14
Ep 76: Money Mixology - Sean McDermott's journey from DJ to Financial Planner
2024-01-24
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