CPD: Building retirement pathways: a governance perspective
An interview with Dan Richards, Client Director at PTL, which is the leading provider of Governance Advisory Arrangements for providers offering mandatory Retirement Pathways. We discuss what these Governance arrangements look like and what advisers should consider when creating their own Retirement Proposition.
RecordedApr 14 202152 mins
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In this technical CPD webinar, we explore the concept of liquidity risk management and how it can impact allocation decisions. We analyse the liquidity distress of the March 2020 COVID crisis and earlier periods of market distress key lesssons learnt.
In this CPD webinar, we explore the age-old asset of Gold, as well as other precious metals. We look at the contrasting views about its value, its diversification properties and the choice around owning the asset or its miners.
Private Markets have a role to play in a diversified portfolio. Accessing the exposure is a challenge for non-institutional investors. We explore this topic and evaluate different paths to obtain exposure.
We look at the rise of whitelabel platforms and insourced CIRPs: how advisers are delivering their investment proposition and the pros and cons of taking back control. In conversation with Vanessa Johnson, Regulatory Compliance Consultant at threesixty