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Behind the Screens: Looking at retirement strategies differently

09 Jun, 2023 | Return|

"What's been highlighted in recent times, and through Consumer Duty, is there's an expectation that there's a difference between what you use as a solution in pre-retirement and post-retirement. And I think the regulator is starting to look at this in more detail, and advisers are becoming more aware that there are additional risks in retirement."

This week, Shane O'Brien, Senior Investment Director, Head of Multi-Asset & Macro Investment Specialists and part of the team behind the Recommended Rated Aviva Investor MAF Core Range joined Alex Farlow, Square Mile's Head of Multi-Asset Research to explore:

  • The biggest challenges facing the adviser market, from the trend towards low cost solutions to the increasing demand for bespoke solutions.

  • The changing expectations and additional risks to consider for retirement strategies and solutions.

  • How the team view the world and their outlook moving forward.

Listen to the Behind the Screens on your favourite platform here, or listen below.


This podcast was recorded on Monday 5th June 2023. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.


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