Guide to pension risk

pfs-logo
cisi-logo
CPD
Approx.60min
  • Describe some of the challenges involving risk
  • Identify ways to mitigate that risk
  • Explain some of the challenges facing financial advisers regarding risk in pensions

Guide to pension risk

  • Describe some of the challenges involving risk
  • Identify ways to mitigate that risk
  • Explain some of the challenges facing financial advisers regarding risk in pensions
pfs-logo
cisi-logo
CPD
Approx.60min
Supported by
Scottish Widows

Introduction

By Melanie Tringham
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Risk is a familar concept to financial advisers when planning their clients' affairs, and in pensions there are quite a few risks: longevity risk, investment risk and drawdown risk; the client's own attitude to risk and their financial resilience.

Trying to incorporate risk into a pension plan is an important part of an adviser's work, but how should advisers go about it? And what role do the different types of risk play in building a pension pot, as well as when the client takes the pension?

This guide will address some of these questions and is worth an indicative 60 minutes' CPD.

In this guide

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