Understanding & unpacking retirement benefit counselling | Masterclass Part 2 | FPI19050052

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  • 28 mins 48 secs

In this Masterclass, a panel of experts discuss the risks, costs and charges of the investment portfolio annuity strategies and when you would need to implement retirement benefit counselling. On the panel to discuss are:

  • Vickie Lange, Head of Best Practice, Alexander Forbes Financial Services
  • Katherine Barker, Head Funds at Work, Momentum
  • Barend le Grange, Head of Individual Member Support, Sanlam Employee Benefits
  • Layla Savahl, Principal Officer, Cape Municipal Pension Fund
  • Hosted by Asim Gani, MD Independent Consultants & Actuaries

FPI APPROVAL NUMBER

FPI19050052

Channel

Masterclass
Asset TV
London • Harpenden
Tel: +44 (0)1582 764000

New York
Tel: +1 212 661 4111

If you have found this report informative and would like further information please email Asset TV at [email protected]

This video has been approved and certified by the FPI as suitable for 'Verifiable CPD' . Therefore, having viewed the video, please complete the quiz to ensure it is classed as 'Verifiable CPD'.

THE PASS RATE IS 60%