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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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