By Audrey Flynn, Forth Capital
Planning for your retirement can often be a very complex process and for many it is very important to seek expert advice. Retirement Planning is crucial, with life expectancy increasing and the birth rate in the west falling, and now is the time to plan for your future. Most governments can no longer guarantee funding of their citizens’ retirement and, as a consequence, they are regularly increasing retirement age and finding ways to heavily tax pension withdrawals. As healthcare and lifestyles improve, people are living longer meaning that lucrative final salary pension schemes have become too expensive for most companies to fund.
The process of retirement planning is relatively straightforward in principal. Ideally, you want to make sure that you have enough income and assets to live the lifestyle that you want. What makes retirement planning more difficult is determining how that lifestyle should be and what it will cost you. Then there is the challenge of dealing with the many variables that go into the process and the pace at which they change, specifically knowing if and when you can retire.
On 9 May Forth Capital are hosting a seminar in Geneva on Low-Cost Investment Strategies for International Investors.
Actively managed UK equity funds on average delivered a return of 11.2 per cent last year, just under 6 percentage points lower than the 17.1 per cent return enjoyed by the UK equity index calculated by S&P. In the same period our Forth Capital Next Generation Morningstar Growth Fund delivered 28.5 return.
If you haven’t made the move to passive strategies – do it now. Forth Capital have created five strategies exclusively for our clients that are highly suited for Retirement Savers, and we have already created nearly 10 million GBP in profit for our clients in the last 12 months. This seminar is an ideal opportunity for English speakers in Geneva and frontaliers to learn more about this opportunity.
Our managed strategies offer:
- Low Cost
- Passive Investment Models
- Bespoke Portfolios created in partnership with Morningstar
- Performance!
Register for our upcoming seminar where we will provide an in-depth discussion on low cost, passive investment strategies for International Investors. Topics to be covered include:
- Forth Capital’s Award-Winning Low Cost Investment Strategies
- Passive vs Active Investing
- Beating the Market
- Forth Capital’s Investment Approach
- Re-Balancing Portfolios
- Risk Profiling
Time: Doors open on 9 May at 6pm. Seminar begins at 6:30pm
Includes Complimentary Refreshments
This seminar is free to attend but registration is required. Please fill the form below to register online.
Registration: http://www.forthcapital.com/tax-finance-pension-seminars/geneva-seminar-series-low-cost-strategies-may-2017/
Author's bio
Audrey has over 20 years’ experience in financial services building strong trusted client relationships. She moved to Switzerland with her family in 2012, which has provided her with a personal understanding of the requirements of expatriates.
Passionate about client service and offering a wealth of local and financial experience, Audrey specialises in relationship building, and in working in collaboration with clients to ensure a personal effective strategy for future financial security.
Audrey is a member of Chartered Insurance Institute(CII) and The Chartered Institute for Securities & Investment (CISI).
