Pension freedoms in practice
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Speakers
Fiona Tait
Pensions specialist at Royal London
Linda Ennis
Technical officer at the Low Income Tax Reform Group
Emma Ann Hughes
Editor of FTAdviser and Financial Adviser
David Trenner
Technical director, Intelligent Pensions
Agenda
Accessing pension freedoms
What do clients face when trying to access pension freedoms post-April 2015? How are pension providers acting as a second line of defence? Is Pension Wise helping savers make informed decisions? What approach should be taken to insistent clients? How are providers handling transfer requests?
Spending pension pots post-April 2015
What are clients doing with their pension pots post-April 2015? What are the tax implications of the ways clients are choosing to access their pension pots?
Future changes to pensions
Are pensions about to be replaced by Pensions Isas? What is proposed in the government’s green paper into pension taxation? What is the potential impact of the Financial Advice Market Review on pension advice?
