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At Retirement

1 month ago

Senior Technical Consultant Lisa Webster, Head of Investment Management Matt Brennan and Business Development Manager Marcus Paradiuk will be teaming up together this week to address all things ‘At Retirement’ from the technical side, to investment strategies, to markets.

We’re delighted to report that Jupiter Asset Manager’s Investment Director, Alastair Irvine, will also be joining us to share his expertise.

This session aims to provide plenty of insight to assist the decumulation phase of your clients’ financial planning journey.

For professional advisers’ use only.

Tax and pension rules apply.

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Lisa Webster
Name

Lisa Webster

Job Title
Senior Technical Consultant

Lisa is an Economics graduate who has been in the financial services industry since 2003. Prior to joining AJ Bell in 2014 she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. Lisa is part of our Technical Team, responsible for providing regulatory and technical analysis to the business and outside world. She is also a regular speaker at adviser events.

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