Retirement Funding – how can we achieve higher returns in a lower growth environment?
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 client can take to help keep their pension and investment planning on course to achieve their goals.
To reserve a space in our CPD qualifying webinar, click the link below:
Brought to you in association with Curtis Banks – one of the UK’s largest independent SIPP and SSAS providers – the webinar will feature three compelling presenters:
Barry Foster, Technical Sales Manager, Curtis Banks – will discuss 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 – will talk 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?”