Protection in Retirement Portfolios

Agenda

• 12:15 Arrival
• 12:30 Sit down for starter and presentation
• 14:00 End session

Protection in Retirement Portfolios – Hilbert Protect 90 & Structured Solutions

We’re pleased to invite you to a focused session exploring how defined-outcome solutions can strengthen retirement portfolios in today’s market environment. As clients move from accumulation into decumulation, sequence-of-returns risk and behavioural responses to market volatility become increasingly important. We will examine how incorporating defined protection parameters can help manage drawdown risk, support better client decision-making, and contribute to more sustainable retirement outcomes.

The session will also explore the practical role of Structured Products within retirement planning and how Protect 90 delivers daily 90% downside protection with the potential for quarterly resets. We will outline how these complementary approaches can be integrated within adviser portfolios, including key suitability considerations and straightforward platform implementation, helping you enhance and differentiate your retirement proposition.

Learning Objectives

• The role of protection in managing sequence-of-returns risk during decumulation
• How defined risk parameters can improve client behaviour and retirement sustainability
• The practical use of Structured Products within retirement planning
• How Protect 90 delivers daily 90% downside protection with quarterly reset potential
• Implementation considerations for advisers, including suitability and platform integration