Unpacking & understanding annuity strategies | Masterclass Part 1

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  • 25 mins 41 secs

There has recently been 3 new regulations introduced into the retirement fund industry, regulations 37-39, which cover: default investment portfolios, default preservation and annuity strategies. In this Masterclass a panel of experts discuss annuity solutions, retirement benefit counselling and regulation 39. On the panel 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

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THE PASS RATE IS 60%