Member Event: A new approach to security in retirement

Anyone approaching retirement will be forgiven for feeling a little uncertain – the last few years have seen a breathtaking number of changes.

The session will be of interest to people nearing retirement or recently retired.

We will be looking at:

• How much capital is needed
• Generating secure income in a low inflation/low return environment
• Managing portfolios in volatile markets
• The effects of changes to pension legislation on tax planning
• EIS/SEIS & VCTs and their place in the retirement income mix

Policies introduced following the financial crisis have resulted in fundamental changes to return expectations from a range of assets; persistently low global growth rates have further constrained returns; changes in legislation have delivered greater flexibility for retirees but with that flexibility comes increased risk. And all this at a time when we’re likely to be retired for longer than any generation before us.

We will be looking at the nature of the new risks (and the old ones!) and discussing how these can be managed tax-efficiently in a manner that delivers the returns we need to support us during our retirement.

The Masterclass will last around two hours with questions and discussion.

Wednesday 16th November 2016 – 8.15am or 12.15pm

The Enterprise Centre, University of East Anglia, Norwich Research Park, Norwich NR4 7TJ

Refreshments will be available. There is no charge for the Masterclass but you may like to consider a donation of £20 to Action for Children.