Wealth Management and Financial Planning seminar with Close Brothers - IPSE members only event | IPSE

Wealth Management and Financial Planning seminar with Close Brothers - IPSE members only event

Seminar
5:00PM - 6:30PM, 26 Sep 2018
Close Brothers , Room 506, Crown Place, London, EC2A 4FT

This event is designed for members who are looking to make the most of their existing pensions, savings and investment portfolios.

What it covers:

Making good pension decisions
Pension choices and considerations
DC/DB transfers, consolidation
Investment principles
Asset types
Importance of investment priorities
Diversification
Global outlook
Security and risk
Tax efficiency
Protection

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