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Dividend Growth Service Seminar

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46 Grosvenor Street

Mayfair

London

W1K 3HN

United Kingdom

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The Dividend Growth Service aims to achieve growth in income and capital over time by investing in dividend-paying UK mid cap companies. Stephen Timoney, CFA, Portfolio Manager of the Dividend Growth Service, will be presenting seminars on the 23rd and 31st of May.

The seminars will explain what types of companies are most likely to produce growth in both income and capital, and where in the UK stock market these types of companies are usually found. Stephen will then outline his investment process to pick specific companies from this broad category and will examine a detailed case study of a current holding. A question and answer session will wrap up the seminar, which is expected to last for one hour.

Please do be aware that mid cap investments may carry a higher degree of risk than investing in the shares of large cap companies, such as those in the FTSE 100 Index, and should be part of a long term diversified portfolio strategy. To find out more click here.


About Stephen Timoney

Stephen Timoney has managed the Dividend Growth Service since its launch in October 2014. He joined Killik & Co as an equity analyst in 2010, specialising in UK small and mid cap companies.

Stephen holds the Chartered Financial Analyst (CFA) designation.


Dates

Lunchtime seminar | Tuesday 23 May | Presentation begins at 1 pm

Evening seminar | Wednesday 31 May | Presentation begins at 6:30 pm

Venue

46 Grosvenor Street
Mayfair, London
W1K 3HN

Nearest Tube: Bond Street


Testimonials

“A useful, concise summary of all relevant issues” Attendee on 21st November of a Killik Academy Seminar


More about Killik & Co Seminars

Two of the most frequent questions we are approached with as a Partnership are “How can I afford a comfortable retirement and how can I receive the monthly income I require?”

When the Government introduced the entitlement for everyone to receive a state pension at 65, the average life expectancy in the UK was 66. Now, as we are approaching nearly two decades into the new millennium, that figure has grown by nearly 30% to an average life expectancy of 82, with most of us expecting to survive far longer. Suddenly a reservoir of wealth that was meant to sustain retirement and provide a legacy for loved ones is having to last a lot longer.

Simultaneously, both what we expect from a comfortable retirement today, and the hidden costs that a longer retirement often creates, has changed considerably. Whilst our parents’ expectation of a monthly income in retirement was modest, the majority of us are approaching life after work with an increasing sense of youthful vigour. Having worked hard to build our lifetime savings and with more time on our hands – whether it’s that trip of a lifetime you have been planning for years or the desire to help your grandchildren get a head start – the promise of savouring new experiences in retirement is increasingly becoming the norm. There are also additional costs that most of us are not expecting to consider, such as a residential or nursing home (the average cost of which stand at £29,300 and £38,800 per annum respectively – and rising) where it starts to become clear that most of us will require more capital than we expect in retirement, not less.

In making this comfortable retirement an affordable reality, the traditional model of saving and investing until you are 65 and then managing your investments for an income needs to evolve. When planning and managing any investments the constant pursuit is the balance between risks and returns. When dealing with your entire life’s accumulated wealth, and a reliance on the income that it can generate, one feels compelled towards safety and traditional income models. Yet how do you balance this with the possible length of retirement, and the requirement for that reservoir to last longer, when many of the longer term opportunities do not fit the traditional income model?

In a series of two Killik & Co Seminars we explain and explore how any investor should approach this conundrum of investing for an income in retirement.

Nicolas Ziegelasch and Michael Pate will be hosting an introduction to how to invest for income in the world we find ourselves today and Stephen Timoney will explore the opportunity for achieving a growing dividend income and attractive long-term capital returns through investment in UK mid cap companies.

We do hope that you can join us.



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46 Grosvenor Street

Mayfair

London

W1K 3HN

United Kingdom

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