PensionsJun 5 2023

How with-profits funds can provide a smoother journey for clients

After engaging with this content, which carries an indicative 30 minutes of CPD, you will be able to:

  • Describe some of the challenges of centralised investment propositions
  • Explain how to mitigate volatility
  • Identify the significance of with-profits funds
  • Describe some of the challenges of centralised investment propositions
  • Explain how to mitigate volatility
  • Identify the significance of with-profits funds
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CPD
Approx.30min
pfs-logo
cisi-logo
CPD
Approx.30min
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CPD
Approx.30min
How with-profits funds can provide a smoother journey for clients
Clients approaching the end of their working life will have concerns about how best to preserve their pension pot (Photo: Tommyandone/Dreamstime)

Accepting some level of risk is a fundamental part of investing, but what happens when a client’s confidence is knocked?

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CPD
Approx.30min
CPD questions are available on the last page of this article

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