Event Information

You may have a solid savings plan for the future, but how can you ensure cracks don’t appear when unexpected events happen? This masterclass will help you to build a truly resilient plan: a sizeable pot first, then help you adapt and prepare for your evolving lifestyle – and a changing world.

A durable retirement strategy allows for such unknown factors as how long you will live, the inflation impact and unpredictable world events. Join the experts as they show how to help your investments to grow meaningfully before you retire and maximising your potential when you do.

We will explore such factors as:

• Current outlook for global investment markets
  • What events are impacting on investments
  • How Netwealth’s investment approach aims to provide long-term financial security in good and bad times
• The right mix of investments to achieve your financial goals
  • The challenge of a regular and sustainable income
  • How we believe in growing retirement wealth without taking unnecessary risks
• Working on your retirement plan
  • How to prepare financially and the factors you can and cannot control
  • Modelling your wealth using interactive planning tools, considering the impact of inflation, tax and time
• Critical factors when initiating drawdown, including the lifetime allowance and other tax considerations

About the speakers

Iain Barnes, Head of Portfolio Management, Netwealth
Iain has more than 20 years of investing multi-asset portfolios at Netwealth, UBS and Schroders. At UBS he was an Executive Director and Senior Portfolio Manager in the Global Investment Solutions division and one of six voting members of the Global Asset Allocation and Currency Investment Committee, was responsible for more than £60 billion of assets. Iain joined Netwealth in January 2016 to launch the Netwealth investment portfolios, leading the investment process and holding ultimate responsibility for portfolio performance.

Sam Pitts-Tucker CFA, Senior Client Adviser, Netwealth
Over 15 years’ experience advising and investing on behalf of HNW and UHNW clients, joining Netwealth in 2017 from EFG Asset Management. Sam is an Oxford University graduate, a CFA charterholder and a Chartered Fellow of the Chartered Institute for Securities and Investments.

Costs