Effective steps your clients can take to help keep their pension and investment planning on course.

Funding retirement in today’s world of low investment returns is a challenge faced by clients already drawing a retirement income, edging closer to taking their pension and those who still have some way to go. Naturally given the volatility of recent markets, many will have worries about both funding any shortfalls and keeping their plans on track pre and post-retirement. However careful planning – making the appropriate investment choices and maximising tax efficiency – can help clients enjoy a secure retirement.

In the latest of our Pensions and Investment Masterclasses, Retirement Funding – How can we achieve higher returns in a lower growth environment?, we take a look at some straightforward but effective steps your clients can take to help keep their pension and investment planning on course to achieve their goals.

Hosted by Lee McDowell, Psigma’s Head of Business Development, and brought to you in conjunction with Curtis Banks – one of the UK’s leading independent SIPP and SSAS providers.

ORIGINAL WEBINAR DATE: 21st January 2021

Our speakers:

Barry Foster, Technical Sales Manager, Curtis Banks

Discusses key retirement planning topics: essential planning ‘Don’t forgets’; maximising the efficiencies of various tax wrappers; and what clients should know about taking money out when they’re putting money in.

Nicola Takada-Wood, Portfolio Adviser, RWC Nissay Japan Fund

Talks about finding specific areas of opportunity for corporate reform in Japanese equities, an area where Psigma sees significant value and a potential source of alpha in an investment world where active management should shine.

Tom Becket, Chief Investment Officer, Psigma Investment Management

Discusses possible answers to the question “How can we achieve higher returns in a lower growth environment?”


Important information:

This communication is prepared for professional advisers and is in tended to provide information only. The information contained within this communication has been obtained from industry sources that we believe to be reliable and accurate at the time of writing. It is not intended to be construed as a solicitation for the sale of any particular investment nor as investment advice and does not have regard to the specific investment objectives, financial situation, capacity for loss, and particular needs of any person to whom it is presented. The investments contained in this document may not be suitable for all investors.

Investment Risks:

  • The value of investments and the income from them can fall as well as rise. An investor may not get back the amount of money that he/ she invests. Past performance is not a guide to future performance.
  • Foreign currency denominated investments are subject to fluctuations in exchange rates that could have a positive or adverse effect on the value of, and income from, the investment.
  • Investors should consult their professional advisers on the possible tax and other consequences of their holding any of the investments contained in this publication.

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