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The investment industry’s leading panel discussion show, where experts deliver research grade insights, market views and thought leadership. The standard for each show is set deliberately high and suitable for Structured Learning CPD. Masterclass is the only virtual event running every week for over 10 years!

The investment industry’s leading panel discussion show, where experts deliver research grade insights, market views and thought leadership. The standard for each show is set deliberately high and suitable for Structured Learning CPD. Masterclass is the only virtual event running every week for over 10 years!

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Retirement Income with Ros Altmann | Masterclass

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Learning: Structured

Baroness Ros Altmann hosts this Masterclass on Retirement Income. A panel of experts discuss topics such as the rising costs of living, the drawdowns of clients transferring funds out of DB schemes and using pensions for sustainable investing. On the panel are:

  • Andrew Tully, Technical Director, Canada Life
  • Vince Smith-Hughes, Head of Business Development, Prudential plc
  • Jamie Jenkins, Director of Policy & External Affairs, Royal London

Learning outcomes:

  1. The lifetime allowance freeze and what advisers need to think about
  2. The challenges inflation and potential rate hikes throw up for retirement income
  3. What drawdown advisers can learn from finalized guidance on DB transfers