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Investment pathways webinar

3 years ago
Back to Infocentre

Our Senior Technical Consultant, Rachel Vahey, makes a welcome return to our ‘Off the Road’ series and this time she’s taking a look at investment pathways.

During this session, Rachel will take a deep dive into the rules – particularly focusing on the new process for non-advised clients, and how providers might be exempted from providing an investment pathway fund. She will then go on to look at the challenges advisers may face with the introduction of the new investment pathways process, before asking what is next for default funds and guidance.

Supporting literature

 

Rachel Vahey

Rachel Vahey

Head of Public Policy

Rachel is Head of Public Policy helping financial advisers and planners understand the changing pensions and savings environment, as well as how new legislation and regulation affects them and their clients. She’s well known within the pensions and savings industry, and regularly speaks at AJ Bell events, alongside writing content and articles for our website.

More from Rachel Vahey

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