Webinar: What is a Balanced Portfolio?
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 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.
Exclusive to Financial Advisers and Paraplanners
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.