Meeting client capital and income needs for the three phases of retirement

Events > Best Practice Series > Retirement Income > 2023

Meeting client capital and income needs for the three phases of retirement

Thursday, 26 October 2023

Karl Linder
Business Development Manager
Trilogy Funds Management Limited

Funding retirement from the active years through to the frail years will require competitive income returns and capital growth potential
Will income from mortgage trusts alone be enough?
The case for funding the three phases of retirement through innovative property backed credit investments, pooled and contributory mortgage trusts, and direct property exposure

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