• Stuart Fowler

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.

Seminar Content

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

Seminar Details

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.


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