Event details

Date

Time

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2023-04-04 13:00:00

2023-04-04 14:00:00

This webinar is sponsored by:

Webinar Description

Pension death benefits are a crucial topic for all financial advisers. When a client passes away, their pension may be one of the most valuable assets they leave behind. But how do you ensure that the pension continues to provide for their loved ones?

In this webinar, we'll discuss the importance of nominations and why nominee drawdown could be the default position, as well as explore the tax-efficiency of the family cascade and the risks and opportunities advisers face in this area.

Join us for an informative session!

Presenters

Katrina Lloyd

Editor-in-Chief, Professional Adviser

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Katrina Lloyd has been editor-in-chief of Investment Week, Professional Adviser and Cover since December 2019. Previously, she was editor of Investment Week for eight years and editor of sister titles ifaonline.co.uk and Professional Adviser magazine (now combined into www.professionaladviser.com). Katrina started her journalism career at fundstrategy magazine

John Corbyn

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John Corbyn joined Quilter’s investment platform as a Pensions Specialist in May 2018 after holding previous roles at Standard Life and Winterthur, which later became part of AXA Wealth, where he was Head of Specialist Products Sales.

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Katrina Lloyd

John Corbyn

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