2025 Pensions Series

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