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Business Question Time – Ipswich

In April, Matthew attended a Question Time where he was invited to ‘interrogate’ the Ipswich parliamentary candidates for the upcoming General Election in order to better understand their respective positions and policies that may affect our business. By all accounts it was quite an intense session..!

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James Martin – Judo sponsorship

We continue to support James Martin in his 2015 bid to reach the top 4 UK ranking position and qualify for the GBR senior Judo squad. James is now 22 years old, and fights at senior level in the Under-66kg weight category division. During the 2014 season, James’ final UK ranking position was 13th out of 53   (this being his first…

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Aegon seminar: Retirement Planning in 2015

April 2015: Russell went to the Aegon seminar on a rainy day in London, focused on Retirement Planning in 2015. With the elections looming, the 2 hour seminar talked about the new changes in legislation, including the anti tax-avoidance measures that are being introduced, as well as the new Pensions Freedom reforms. We were reminded that, in the main, our clients…

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Prudential seminar: ‘Advising in 2015’

March 2015: Mercedes Benz World, Weybridge, Surrey Russell attended the Prudential seminar, focused on Advising in 2015. The 2 hour seminar covered reminders of the Pensions Freedom reforms that will be introduced next year and how we should be advising you, our clients, especially with regard to Longevity Risk – i.e. the risk that clients may be tempted to withdraw a…

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