Joint Webinars

Retirement funding webinar with Psigma 21 January 2021

We are delighted to be partnering with Psigma Investment Management for a joint CPD webinar on 21 January 2021 at 9:30am. The webinar will look at some straightforward but effective steps clients can take to help keep their pension and investment planning on course to achieve their goals.

Hosted by Lee McDowell, Psigma’s Head of Business Development, 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?”

The webinar will be CPD qualifying and you will be sent you your certificate soon after the event along with copies of the presentations and an on-demand link so that you can listen again.

Click here to register your place.

Previous Joint Webinars

You can catch up on our previous joint webinars below.

Managing client income needs in retirement - Brooks Mcdonald July 2020

We joined Brooks Macdonald for their Connected webinar series, a series exploring the effects the COVID-19 pandemic has had on financial markets and, in particular, pensions and retirement funds.

In this webinar, Curtis Banks Pension Technical Manager Jessica List examined the considerations for those accessing (or thinking of accessing) their pensions, and discussed lifetime allowance issues, such as the age 75 tests.

Catch up with the webinar here.

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