Redefining Retirement Income: Insights from Chancery Lane's CEODoug Brodie, CEO of Chancery Lane, a firm specializing in retirement income planning, discusses the evolving landscape of pension schemes. Brody critiques the industry's focus on pension pots rather than sustainable income and offers an outcome-driven approach. We also explore the mechanics of investment trusts, a lesser-known instrument that could bypass complex asset allocation challenges for retirees.
LINKS
Doug Brodie on Linkedin: https://www.linkedin.com/in/doug-brodie-income-investment-planners
Chancery Lane: https://www.chancerylane.net/
Related episodes on Pensions: https://www.youtube.com/playlist?list=PLbJ1012cgPCAy2NXMIob3W30DXM3rF3OM📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)
🎧 Audio version of the Podcast: https://pod.link/1511595070📹Subscribe on YouTube: https://www.youtube.com/@investology_podcast
This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/
ABOUT DOUG BRODIE (GUEST)
Doug has worked with personal investing since 1989, specialising in income investing for the last fifteen years, firstly with Old Mutual and running his own award winning business since 1995. Doug is chartered with two professional institutes, CISI and CII, and certified by the Institute of Financial Planning.
ABOUT THE INVESTOLOGY PODCAST
Conversations that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.
ABOUT GEORGE ALIFERIS (HOST)
George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/
Ex-financial markets marketer: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFs
Founder of Orama a podcast and video agency working with the finance industry
CAIA Charterholder (Chartered Alternative Investment Analyst Association)
Masters from HEC, Paris & UTDT, Buenos Aires
Greek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2
TIMESTAMPS
00:00 Doug Brodie - rethink pensions
01:08 Early Career and Industry Evolution
06:37 Marketing Strategies and Client Insights
10:54 Financial Planning
22:57 Income Focused Investment Strategies
31:35 Understanding Investment Trusts
42:44 The Future of Pension Schemes
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