PensionsAug 3 2021

How should a client close to retirement asset allocate?

  • Describe the importance of good asset allocation
  • Explain how to achieve this with the use of alternative assets
  • Identify the key areas to be aware of to ensure your client's aims are achieved
  • Describe the importance of good asset allocation
  • Explain how to achieve this with the use of alternative assets
  • Identify the key areas to be aware of to ensure your client's aims are achieved
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CPD
Approx.30min
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CPD
Approx.30min
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CPD
Approx.30min
How should a client close to retirement asset allocate?
Lukas Pexels
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