Amyr Rocha Lima Moderates a Panel on Retirement Income Planning

A Thought-Provoking Day at the UK’s Largest Conference for Financial Advisers

The Professional Adviser 360 Conference remains a highlight on the UK’s financial calendar. This extensive conference and exhibition brings together over 40 industry leaders and experts who delve into the critical issues facing today's financial services sector. At this event, our Managing Director, Amyr Rocha Lima, showcased his expertise and leadership once again.

This year, Amyr was honoured to chair a crucial discussion panel titled "Retirement Income Planning: Navigating the Future." The panel tackled the evolving challenges of developing robust retirement income strategies amidst today’s volatile market conditions, highlighting the need for adaptable and forward-thinking financial planning.

The engaging discussion explored the key elements necessary for crafting a secure retirement plan. The panelists emphasised the importance of aligning retirement objectives with bespoke financial strategies, developing an investment approach capable of sustaining retirement income needs, and considering the impact of inflation—vital for preserving purchasing power during retirement.

Amyr's market knowledge guided the conversation towards practical strategies that not only aim to bolster retirement income but also incorporate innovative solutions to counteract inflation and other economic uncertainties. By the session's end, attendees had gained valuable insights and actionable strategies to better support their clients’ retirement aspirations.

The PA360 Conference is more than just an event; it positions itself at the heart of the advisory community, focusing on the advisers, their practices, and their clients. Participants gain a chance to confront pressing industry issues, uncover viable solutions to their challenges, and broaden their professional networks.

Amyr's active participation in the retirement income planning panel reaffirms our dedication to the financial planning field and the clients we serve. His involvement emphasises our practice’s core mission: empowering clients to secure a prosperous financial future.

As we reflect on Amyr's contributions to this conference, we recommit ourselves to advancing a client-focused approach in financial services. The knowledge shared at this event will undoubtedly influence our strategies as we continue assisting clients in achieving their financial objectives, providing them with plenty of food for thought in these turbulent times.

For a more detailed discussion on this topic, please feel free to contact us. Our team are always available to answer your questions and to help you with any of your financial planning needs. Here’s what we offer: A cup of coffee… and a second opinion.

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