In our Pensions and Investments Masterclass, we take a look at some straightforward but effective steps that your clients can take to help keep their pension and investment planning on course to achieve their goals.

Watch this on-demand event, 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.

This CPD-qualifying webinar features presentations from Thomas Becket, Chief Investment Officer at Psigma, and Barry Foster, Technical Sales Manager with Curtis Banks. They are joined by our guest fund manager, Dr Daniel Mahony, Polar Capital Healthcare.

Original webinar date: 18th May 2021

Our speakers:

Barry Foster, Technical Sales Manager with Curtis Banks

Looks at the cost/benefit of making pension contributions, and considers some pension decumulation issues, such as protected pension ages, the Normal Minimum Pension Age (NMPA) and the proposal to increase the NMPA. Barry also runs through some “frequently asked questions” relating to Pension Commencement Lump Sum (PCLS), including how to calculate PCLS entitlement after age 75.

Thomas Becket,  Chief Investment Officer at Psigma

Examines the question, ‘What is a Balanced Portfolio?’, and the dangers of looking back at 60/40 portfolios.

Tom was also joined by

Dr Daniel Mahony, Polar Capital Healthcare

who has 29 years of industry experience, comprising more than 23 years’ investment experience in the healthcare sector.


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.