Stress Testing and Scenario Planning
We'll look at things like cash-flow planning and we’ll see how different tools can be used to help stress-test different scenarios. In what circumstances would the plan not work? How can we look at things objectively and overcome behavioural biases that might exist. We need to take a realistic approach. The use of planning tools along with the expertise of the adviser can really manage expectations and set a course for a better retirement and later life. We’ll also see how the use of different assets and product mixes might improve outcomes whilst still allowing a degree of flexibility.

By viewing this webinar, you will be able to:
  1. Learn how to stress-test a retirement scenario
  2. Examine the wider impact of behavioural biases
  3. Discuss ways of applying an objective view of retirement income planning
  4. Explore the options for clients, should the income requirement be shown to be breached
  5. Understand the role of cash-flow planning
  6. Explore the availability of other planning tools that may assist in the advice process
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This recording qualifies for 30 minutes of CPD.
For further information please contact your dedicated account manager. Alternatively contact our events team on 01737 233315 or by email.

Just is a trading name of Just Retirement Limited (‘JRL’), Just Retirement Money Limited (‘JRML’), Partnership Life Assurance Company Limited (‘PLACL’) and Partnership Home Loans Limited (‘PHLL’) which are subsidiary companies of Just Group plc. JRL is registered in England and Wales, with company number 05017193. JRML is registered in England and Wales, with company number 09415215. PLACL is registered in England and Wales, with company number 05465261. PHLL is registered in England and Wales, with company number 05108846. The registered office for JRL, JRML, PLACL and PHLL is Enterprise House, Bancroft Road, Reigate, Surrey, RH2 7RP. JRL and PLACL are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. JRML and PHLL are authorised and regulated by the Financial Conduct Authority. For more details about the Just Group please visit Calls may be monitored and recorded, and call charges may apply. Lines are open 8.30am to 5.30pm, Monday to Friday.

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