Let’s Simplify Decumulation: Helping Members Retire Well

Date: Tuesday, May 30, 2023 

The current transition from saving to retirement income is complex and full of uncertainty, made worse by recent inflation and market unrest. If you’ve ever questioned the status quo or wondered “can we do better?” – you’ll want to add this event to your calendar and tune into the discussion.

For many people in Canada, decumulation is one of the most complex financial decisions they’ll make. That’s why it’s important that we as an industry continue to find ways to simplify the decumulation process. After all, retirement should be a time to enjoy your hard-earned savings, and not feel overwhelmed by the retirement income product choices.

Our panelists are decumulation experts, each with decades of industry experience – driven by their passion to help plan members retire well. You’ll hear unique viewpoints: from the early stages of ideation and product development, to the front lines of working directly with members. The panelists will discuss the lessons they’ve learned throughout their careers and put those lessons into actionable ideas on how we as an industry can influence change for the better.

George Turpie, Senior Vice-President, Group Retirement Savings and Investments, Canada Life  
David Lloyd, Senior Investment and Retirement Consultant, Freedom Experience, Canada Life

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