Life after a defined benefit pension transfer - Equilibrium

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    Life after a defined benefit pension transfer

    • Tuesday 28 April, 2020
    • 12:00 – 15:00 GMT

    How to manage a lifetime of risk

    So you have made the irreversible decision to transfer your defined benefit (DB) pension scheme and in doing so you have accepted a lifetime of managing risk.

    Get it right and you can enjoy the rewards, the flexibility and the freedom that a transfer brings.

    Get it wrong and there is a real risk that you could run out of money.

    We would be delighted if you would join us for our live stream “life after a DB transfer” event at 2pm on Tuesday 28 April hosted by Equilibrium’s Founder, Colin Lawson.

    Watch a live recording of this event here 

     

    Why should I attend?

    By attending this event you will find out:

    • If now is the time to go to cash or sit tight
    • How to "know thy numbers"
    • How is your critical growth rate likely to have changed?
    • What are the likely ranges for portfolio returns going forwards?
    • Gain confidence and clarity about the decisions you make
    • Discover strategies to minimise tax and maximise returns
    • Find out how to structure death benefits for maximum flexibility and mitigating IHT
    • Learn about our investment strategy and why we believe it's ideal for managing the risks of your pension portfolio

    A bit about the presenter

    Speaker image

    Colin Lawson

    Founder of Equilibrium Rejected by the Royal Air Force for his mild asthma, Colin instead founded multi-award winning financial advisory firm Equilibrium. A financial expert with a spring in his step, Colin’s daily motivation is to make people’s lives better, whether they are clients, employees or beneficiaries of Equilibrium’s charitable foundation.

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