CIMA – Pensions update: new legislation and planning opportunities
This event will look at the changes in pension legislation that come into effect at the start of the 2015/2016 tax year.
What you can gain
The changes in pension legislation that are due to come into effect at the start of the 2015/2016 tax year represent a huge financial planning opportunity for clients. But with this opportunity, there are significant pitfalls. Making a rash decision now could have a massive impact on their future financial wellbeing.
It is therefore imperative that clients sit down and talk through these changes with their trusted advisers and take professional advice.
This presentation will go through the legislative changes and the options clients need to consider before deciding on any course of action. It will also look at ways in which trusted advisers can add value and help to steer our clients accordingly.
Speaker Details
Karl Thorpe is an independent financial adviser with AFH Wealth Management. AFH are a leading financial planning led, wealth management firm, who combine the benefits of size and depth of expertise with an approach that is tailored to the needs of its clients. AFH’s success has been built upon maintaining and developing long term relationships with clients and professional connections.
Karl has been providing impartial, unbiased financial planning advice for over seven years and he holds a diploma in financial planning, and in addition, the advanced level retirement planning qualification, meaning he can advise on all retirement planning options and pensions.