We hope that you can join us for a seminar that’s in your area.
You can register for either session below where Nersen Pillay, Investment Director for Royal London Asset Management, will share his insight on why 'It is crucial to be global, diversified and active'. Joined by Justin Corliss, Senior Business Development Manager, who will present 'Pension hot topics'.
The session will have a running time of around 90 minutes, with food and refreshments available beforehand.
A CPD certificate of 45 minutes will be offered for each of the speaker's sessions.
With volatility in markets resulting from a long economic expansion, trade wars, middle eastern tensions and the challenges of dealing with negative bond yields and equities bouncing sharply this year, Nersen Pillay will discuss why 'It is crucial to be global, diversified and active' and talk about our current global multi asset views.
Nersen Pillay - Investment Director, RLAM
Nersen Pillay is Investment Director in the Multi Asset team, working on tactical asset allocation and the communication of investment strategies. After studying economics at the University of Cambridge, Nersen joined Barclays Global Investors in 1995, where he became an Associate of the Society of Investment Professionals, and was involved in market strategy and ran active quant portfolios. After that, Nersen was a fund manager at Allianz Global Investors, working on global equity and multi-asset portfolios. Subsequently, Nersen has developed his global investment and client experience at Morgan Stanley, Citigroup and Haitong Securities, before joining Royal London Asset Management in March 2017. Nersen has over 21 years of investment experience.
Throughout this presentation we investigate the pension issues Royal London’s technical team are regularly asked about. This gives us the purest insight into the areas advisers are seeking clarification in order to assist their clients.
We begin by looking at the State Pension and the impact of the introduction of the New State Pension in April 2016. We consider funding issues with the State Pension and how these are impacted by increasing longevity. From here we explore the various remedies being proposed by the Cridland review and the Government Actuarial Department’s most recent Quinquennial Review.
Next we consider the Retirement Outcome Review from the interim report in 2017 to policy statement PS19/21 released in July 2019. We explore the key changes resulting from the review and the impact these are likely to have on both advised and non-advised individuals approaching retirement.
We finish by considering IHT and pensions, when IHT can arise and guidance on how the IHT charge may be calculated.
Justin Corliss - Senior Business Development Manager, Royal London
Justin’s first foray into Financial Services was in Australia in 1997 with Commonwealth Bank of Australia working predominately in retail mortgage lending. In 2002 Justin and his British wife moved to Scotland where he worked in broker consultant roles with both Scottish Widows and Scottish Life before spending a brief period as an Employee Benefits Consultant dealing predominately with Auto Enrolment and associated business consultancy.
Justin has studied continuously since arriving on these sunny shores and holds the Advanced Diploma in Financial Planning including the CeMap and Lifetime Mortgage qualifications. His primary focus is pension planning and he holds the AF3 qualification.