24 Jun

Meeting the challenges in retirement in volatile markets

In this CPD qualifying webinar John Chew (Pension, Tax & Estate Planning Specialist) will cover the following learning objectives:

  • Gain an overview of the FCA direction of travel
  • Understand the importance of reviewing clients retirement plans in volatile market conditions
  • Consider the options and steps needed to ensure that the retirement plan meets the objectives and needs of the client
  • Demonstrate some practical ideas to help address some of the issues highlighted and potential opportunities the current market conditions present
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24th June 2020

11:00 am - 11:40 am

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