About this event
The W1M Retirement MPS is a purpose-built retirement solution designed to help clients draw a sustainable income throughout retirement by balancing long-term growth with short-term stability. The solution has been designed with Financial Advisers and Platform Implementation methods front and centre. Key benefits to the portfolio solution include removing the manual nature of cash management via bucketing approaches on platforms, we manage the allocation between the underlying funds for you removing manual interventions.
Key retirement risks addressed:
Sequencing Risk – reducing the impact of market falls while clients are taking withdrawals.
Longevity Risk – helping clients avoid outliving their retirement savings through continued exposure to growth assets.
Inflation Risk – maintaining purchasing power through long-term real returns.
The W1M Retirement MPS is a evolution of the Core MPS. We have taken the growth engine the four buildings of the MPS Equity, Fixed Income, Absolute Return and Real Assets which have been in situ from 2011 which addresses the Longevity and Inflation Risk and launched a new building block to address Sequencing Risk relating directly to capacity for loss. In this webinar we will explore how we address the above Risks to clients and introduce the newly launched 5th Building Block further.
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Dawid joined W1M in July 2024. He previously worked at IBOSS AM where he held role as Business Development Manager. Dawid is a member of the CISI having completed his Investment Advice Diploma.
Kyle joined Waverton in September 2024 and is the Business Development Manger for the North of England, building and maintaining trusted business relationships with financial professionals and consulting on central investment proposition construction and broader investment management services. Kyle has previously supported financial advisers at AJ Bell, Brooks Macdonald and Parmenion. Kyle is a graduate of Manchester Metropolitan University with a degree in Geography.