2025 Pensions Series
Description
This 2025 Pensions Series will provide high-net-worth financial advisors and industry professionals with a comprehensive understanding of advanced pension strategies. Experts will cover key areas including international jurisdiction planning, sustainable investing, and pension de-risking, offering insights into structuring tax-efficient and compliant pension plans. The series will also delve into innovative topics like the role of digital assets in pension portfolios and the integration of Environmental, Social, and Governance (ESG) factors. Additionally, it will explore the intersection of philanthropy and pensions, highlighting how high-net-worth clients can leverage their pension plans to achieve both financial and social impact. By attending, participants will gain valuable knowledge to optimise pension outcomes for their clients while navigating emerging trends and global complexities.
The series is delivered live online via Microsoft TEAMS and recorded where possible. Each webinar provides 1-hour of CPD.
Suitable For
This series is suitable for trustees of pension schemes, as well as pensions, HR, and finance professionals responsible for making decisions about or governing their company's pension schemes.
Agenda
Sustainable Pension Funds: Integrating ESG into High-Net-Worth Client Portfolios14 May 2025
|
||
Pension Strategies for High-Net-Worth Clients: Navigating International Jurisdictions and Tax Efficiency22 May 2025
|
||
International Pensions and Global Mobility: Navigating the Challenges24 June 2025
|
||
Pension De-risking Strategies for High-Net-Worth Clients01 July 2025
|
||
The Role of Digital Assets and Cryptocurrencies in Modern Pension Plans24 September 2025
|
||
Philanthropy and Pensions: How High-Net-Worth Clients can Leverage Pensions for Impact22 October 2025
|
||