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These discussion pieces highlight some of the key pages in the Guide to Retirement and provide important talking points to client conversations around relevant retirement and investment themes.

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Pursuing higher growth for longer retirements

Discuss the need for equities in well-balanced retirement portfolios to manage longevity risk and outpace inflation with your clients.
Economic Expansions and Recessions
The longer retirements last, the greater the need for long-term growth
 
  • Life expectancies continue to rise. For a couple at age 65, there is now an 89% chance at least one spouse will live to 80 and a 45% chance of reaching 90.
  • Instead of abandoning equities at retirement, clients must prepare for the very real possibility of another 30 years of living expenses - ample time for long-term investments.
  • Equities have historically delivered the long-term growth retirees need to combat inflation, maintain living standards and reduce longevity risk.
Discussion Slides
Life expectancy probabilities
Structuring a portfolio to match investor goals
Impact of being out of the market

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