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