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Webinar: What is a Balanced Portfolio?

18th May

Overview

In our next 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.

This event will be 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 will feature presentations from Thomas Becket, Chief Investment Officer at Psigma, and Barry Foster, Technical Sales Manager with Curtis Banks. They will be joined by a guest fund manager, to be announced soon.

Register now

Exclusive to Financial Advisers and Paraplanners

Details

Date: May 18
Time: 9:30 am - 10:30 am

Agenda

Barry Foster, Technical Sales Manager with Curtis Banks

will look at the cost/benefit of making pension contributions, and consider some pension decumulation issues, such as protected pension ages, the Normal Minimum Pension Age (NMPA) and the proposal to increase the NMPA. Barry will also run 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

will examine how to use volatility as your friend in the ‘Turbulent Twenties’, and the various actions that can be taken to achieve a more balanced approach for your clients’ portfolios.

Guest fund manager

Third speaker to be announced soon.

Register now

Venue

Webinar

Organiser

Psigma Investment Management
Phone:
020 3327 5450
Email:
Website:
www.psigma.com

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