Unpacking & understanding annuity strategies | Masterclass Part 1

November 27, 2018
|
25 mins 41 secs

Video Info
Quiz

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

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

New York
Tel: +1 212 661 4111

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THE PASS RATE IS 60%