Professional Adviser’s Investment Masterclass provides a unique opportunity for Scottish advisers to hear from investment experts about how global markets are being transformed and how to navigate these changes to meet their clients’ investment goals.  

During this interactive online event, delegates will have the chance to delve into the behavioural biases influencing investment decisions and learn more about innovative decumulation strategies that can help clients achieve a secure and guaranteed income in retirement.

We will be exploring how advisers can create the right investment proposition to benefit from the great wealth transfer and engage with clients through the generations.

During the online event, we will also be discussing different CIP options and how likely they are to generate good client outcomes, as well as what Consumer Duty demands in terms of product accountability for advisory firms and how investment solutions can provide additional income opportunities.


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