Member Event: Osborne’s Pension Odyssey: Peterborough

The dramatic changes in legislation presented by George Osborne in the spring Budget continue to develop at pace. This is the biggest shake-up of pensions in over 100 years, and is aimed to rejuvenate an industry that has long been under scrutiny. For many, retirement at age 50 seems a significant time in the future. With continued pressures on annuity rates and the increase in longevity, there has been a significant shift towards pensions. Serious care needs to be taken to ensure clients are advised properly, whereby Mattioli Woods can help. This seminar will be presented by the Mattioli Woods’ Group consultancy team, who offer an enviable level of knowledge and expertise. All consultants are professionally qualified and hold the required industry qualifications.

Programme

9.00 – Registration accompanied by tea and coffee

9.30 – Pensions update – following our seminars last Autumn, we will provide an update regarding the dramatic changes in pension law that will be implemented in April 2015. The spring Budget has proposed the biggest change to pensions in over 100 years and we explore this change and the recent document released by the government in response to the consultation period. We will discuss a variety of ways that this new legislation can be implemented, the methodology behind it, and the advantages and disadvantages it may bring.

10.15 – Auto-enrolment – short update about the auto-enrolment environment. With over four million people now automatically enrolled into a workplace pension scheme, we will investigate some of the issues the market is facing, especially in the run-up to the ‘market crunch’ in 2016/17/18.

10.45 – Tea and coffee break

11.15 – Pension solutions – this case-study-based section focuses on the flexibilities modern-day self-invested pension schemes have to offer. Whilst the headlines continue to focus on total flexibility in retirement, we look into the practical application of the legislation and how this can help with tax-efficient income planning. We also have a detailed look at tax-efficient methods to pass on pensions to the next generation.

11.45 – Integrated financial planning – continuing with the case study above, we explore other tax structures that can complement pension schemes. We investigate how these can be used to maintain control over assets, and preserve wealth for the next generation, whilst ensuring the needs of clients are met in order for them to enjoy their retirement.

12.10 – Buffet lunch

If you would like to attend, contact Rosie Hammond via email ([email protected]) or by telephone: 0116 240 8700.

Alternatively, complete our online booking form.