Winning Osborne’s retirement game
‘Pension freedom’ was the eye-catcher in the March Budget, trumped only by the subsequent scrapping of the 55% tax charge on lump-sum death benefits. These are radical changes and they mean you should rethink the products and services that will best deliver what you want from your savings.
In a 45 minute presentation, we will explain the changes and the ways to win the new retirement game.
Think ‘money’ not ‘pension’: plan across all personal goals, using all wealth sources
Invest to deliver specific, quantifiable outcomes that you define
Think ‘risk’ not ‘return’: all the new products and services reject the industry obsession with ‘outperforming’ and so should you
Tax is the low-hanging fruit: more predictable and worth spending time on
Pension accounts can be considered as family trust arrangements
Cut costs: rejecting wasteful investment activities should increase after-tax real returns by one third
Date: 27th November 2014
Venue: Pepys Room, Grange St. Paul’s Hotel, 10 Godliman Street, EC4V 5AJ
Time: 5.30 for prompt start at 6.00, ending formally at 7.00 when drinks will be served
Speakers: Stuart Fowler, Founder; David Anderson, Head of Financial Planning; Chris Ling, Head of Investment Management
Please call Patricia Camarero on 020 7736 2434 if you would like to attend.