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Masterclass

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Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.

Accessing this channel requires consent to share your details and viewing activity with sponsors.

Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.

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Retirement Income Masterclass with Baroness Ros Altmann | April 2025

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Learning: Unstructured

Ready to take control of your retirement? Top financial minds discuss actionable solutions for income protection, portfolio diversification, and maximising your pension. 

Speakers: 

  • Tom Danaher, Investment Specialist Director, Baillie Gifford
  • Carl Stick, Co-Fund Manager, Rathbone Income Fund, Rathbones Asset Management
  • Claire Altman, Managing Director for Individual Retirement, Standard Life
  • Ceri Hill, Head of the Decumulation Investment Service, Brooks Macdonald 

Learning Outcomes: 

  • Building long-term decumulation strategies for retirement
  • Market volatility and how it impacts client communications
  • Tax bands and tax changes - re-calibrating the value of a pension wrapper