Defaqto CPD - A PROD in the right direction by UBS Asset Management

Presented by

Nick Webb Head of UK Retail, and Stephen Friel Investment Specialist, UBS AM, Paul Tinkler, Defaqto

About this talk

This is a second webinar from our series replacing Defaqto April Roadshows focusing on income. Nick and Stephen will look at how the PROD rules, taken in relation to the retirement risks, can lead to a reset of an investment model. They will look at how a multi-asset income fund can provide a smoothed income approach to mitigate sequence of return risk and provide an efficient financial plan. Overall, you will be able to claim 2 hours of CPD from the comfort of your home office. The duration of each webinar will be no longer than 45 minutes and will account for 30 minutes of CPD. For more information, contact Defaqto at marketing@defaqto.com

Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (42)
Subscribers (2383)
Defaqto is a leading financial information, ratings and fintech business, helping financial institutions, financial advisers and consumers make better informed decisions. In our webinars we cover wide range of topics, from market insights to product news.