The Role of Digital Assets and Cryptocurrencies in Modern Pension Plans

This webinar will examine the growing inclusion of digital assets in pension planning, covering both opportunities and regulatory considerations. Attendees will gain insights into how cryptocurrencies can fit within a diversified pension portfolio, manage associated risks, and assess suitability for high-net-worth clients seeking exposure to digital markets.

This webinar provides one-hour of CPD and offers insights and updates from a leading industry-expert speaker. 

Delegates places are interchangeable with colleagues from the same organisation.

Content

• Evaluating digital assets for pensions

• Cryptocurrency in diversified portfolios

• Regulatory considerations and risks

• Suitability for high-net-worth clients

Presenter

Sam Roberts Director of Investment Consulting at Cartwright

Sam is a qualified actuary and Director of Investment Consulting at Cartwright, an advisory firm helping pension trusts, charitable trusts, funeral trusts, and corporate clients.  Cartwright is proud to proactively search for innovative and pioneering ideas, and implement them for clients in a pragmatic way.  Cartwright enabled the first UK pension trust to invest a small allocation to bitcoin in October 2024, and looks forward to helping more clients assess whether bitcoin is right for them.