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4. Wealth management and Financial planning webinar with Close Brothers - IPSE members only event

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

• Webinar
• 1:00PM - 2:00PM, 10 Apr 2018
• Online

This webinar hosted by IPSE partner Close Brothers is designed for those 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