The role of cash within retirement planning & SIPP solutions

 CPD ACCREDITED WEBINAR  

45 minute CPD

Is your clients' retained pension cash working hard enough?

Many SIPP and SSAS clients hold significant cash balances to support liquidity, drawdown, income planning and future investment opportunities. In today's interest rate environment, how that cash is managed can have a meaningful impact on long-term retirement outcomes.

In partnership with award-winning SIPP provider IPM, we've created this on-demand CPD webinar to explore how advisers can help clients make more of retained pension cash without compromising flexibility or control. You'll hear expert insights into the changing retirement landscape, today's cash environment, and practical strategies for improving outcomes through diversified cash solutions.

The session also features James Randall, Director at IPM, who shares the opportunities a full SIPP can unlock for clients and the role cash can play within a well-structured retirement strategy.

Register to watch the webinar on demand, receive your CPD credit, and discover how Insignis can help optimise pension cash for better client outcomes. If you'd like to discuss your clients' requirements in more detail, you can also book a meeting with our Pension Director.