Investment-only platforms – a bespoke and flexible solution (Part 2)

24 September 2020 | Webinar

Investment-only platforms – a bespoke and flexible solution (Part 2)

In this webinar, we showcase how an investment-only platform can work successfully with clients, consultants, fund managers and administrators to enable change for your corporate pension scheme.

As a trusted and long term partner for corporate pension schemes, investment-only platforms should be there when clients need them the most. This type of platform can help pension schemes with the three stages of their investment journey, all while minimising cost and risk.  We explore:

  • Moving assets onto the platform from another provider 
  • Restructuring strategies while on the platform 
  • Helping clients move off the platform

An investment-only platform can be a safe pair of hands in helping clients through any of these important and strategic changes for their corporate pension scheme.

Please see a link for the first webinar here: Investment-only platforms – a bespoke and flexible solution (Part 1)

What you’ll learn

  • Learn how an investment-only platform can help manage change for your corporate pension scheme
  • Hear examples of how we have helped clients successfully implement complex solutions
  • Understand how an investment-only platform can help prepare you for future changes

If you have any questions about the webinar please contact Anna Dixon:
0207 601 1765  |   anna.dixon@plsa.co.uk

SPEAKERS

Rachel Pine

Events & Training Content Manager, PLSA

Nick Trinder

Relationship Manager, Phoenix Corporate Investment Services

Jess Williams

Senior Manager CIS and Relationships, Phoenix Corporate Investment Services


Education Partner




Key info


DATE AND TIME

Thursday 24 September 2020
11:00 - 12:00 

LOCATION

Zoom webinar

WHO IS IT FOR?

Trustees, pension scheme managers, consultants, fund managers, business members, administrators

FEES

Free for all PLSA members

EVENT SIZE

Up to 500 participants