Wealth management and Financial planning seminar with Close Brothers - members only event

  • Seminar

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