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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