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Webinars
Available

DC Masterclass 2 | Investing up to retirement

Webinar on BrightTALK

As retirement approaches, the focus increasingly shifts from accumulation to achieving positive retirement outcomes. This webinar explores how investment strategies evolve in the lead-up to retirement, the role of risk management and diversification, and the growing importance of retirement pathways, targeted support and guided retirement as members navigate the transition from saving to spending.

Event date
Location
Open to members & non-members
CPD
CPD: 1hrs
Book here

Agenda

-

DC Masterclass 2 | Investing up to retirement

As retirement approaches, the focus increasingly shifts from accumulation to achieving positive retirement outcomes. This webinar explores how investment strategies evolve in the lead-up to retirement, the role of risk management and diversification, and the growing importance of retirement pathways, targeted support and guided retirement as members navigate the transition from saving to spending.

Costs

Description Cost
Members Free
Non-members Free
Affiliate & Corporate members Free

Location

Online - BrightTALK
Tags
Webinars,
Governance
Return to the events

Who should attend?

  • Pension scheme managers
  • Trustees
  • Administrators
  • Policy advisers
  • Consultants
  • Lawyers
  • Corporate IFAs
  • Investment managers
  • Actuaries
  • Financial directors
Book your place

Whats covered

  • Explore how investment strategies evolve as members move from pension saving to preparing for retirement.
  • Understand the role of risk management, diversification and lifestyle design in supporting retirement goals.
  • Examine the growing importance of retirement pathways and guided retirement solutions in the post-pension freedoms landscape.
  • Discuss how targeted support can help members make informed decisions as they transition from saving to spending.
  • Gain practical insights into delivering better retirement outcomes and improving member confidence throughout the retirement journey.

Thank you to Invesco for their continued support

Got a question?  Frequently asked questions

How can the PMI help my career?

We offer qualifications, CPD support, networking, and access to job opportunities, mentoring and mentee development and more. Everything you need to grow in the pensions industry.

What is CPD? 

Continuing Professional Development (CPD), refers to the ongoing learning and development activities that our professional members engage in to enhance their skills and knowledge throughout their careers. We offer a variety of different services which count as CPD such as in- person events, reading materials including a bi-monthly magazine and more. 

Does the PMI offer CPD?

Yes. We help members track and manage their CPD to stay current and compliant. Depending on your membership type, you will be expected  

How many CPD points can I claim per event? 

You can claim up to 7 CPD hours for all full day PMI conferences.  

For all CPD points references please go here: https://www.pensions-pmi.org.uk/resources/pmi-news/how-to-earn-cpd-hours/ 

How can I record my CPD? 

  1. Log in to your My PMI account.  

  1. Use the ‘Add CPD’ button on your homepage.  

  1. For your full CPD history, click ‘My Membership’ from the left-hand menu. 

What networking opportunities are available? 

  • Mentoring and Development programme 

  • In-person events 

  • Regional events 

  • Online forums and communities – Special Interest Groups (SIG) 

Are there events I can attend and how do I register?

Yes, we host events throughout the year. You can view all our upcoming events and register via our website or contact a member from our team here events@pensions-pmi.org.uk  

How much does it cost to attend PMI events? 

For PMI members, events are free. For non-members there will be a cost associated with attendance. 

Can my employer arrange in-house training? 

Yes! PMI offers Bespoke Training, tailoring sessions to your specific needs, goals, and preferred delivery format provides bespoke in-house training and bulk bookings.

Any questions?

Contact our Events team
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