Dr Filby rounds off the trilogy by talking through the increasing role of inheritance in retirement planning, especially in light of recent budget changes on pensions and tax. She’ll also touch on behavioural insights to help understand the influences on wealth and retirement planning.

We’ll help to identify strategies for accumulations, decumulation, protection and estate planning- to optimise retirement outcomes for your clients. To book your place, register today, and we’ll send you a confirmation email with your joining details and a link to the webinar.