Threats to pension clients and opportunities for advice as a result of the Budgets 2016 and 2017
Wednesday, 12 April 2017
8:00 am (UK time)
We will also give our views on the Government's direction of travel with regard to State Pension, Pension allowances and the rise of the ISA.
Again this may influence savers' decisions in the short term if they wish to take advantage of the opportunities using the current allowances
With so many changes and forthcoming changes there is a clamour for advice particularly at retirement. Advisers need to beware of the potential impact to their advice process both now and in the future.
By attending this session delegates will take up the following learning points
• Reflect on the key changes to pensions in 2016 and the ongoing effect for savers
• Consider the impact of 2017 Budget changes on pensions and savings, and
• Identify opportunities to assist new and existing savers
Date: Wednesday 12th April 2017
Time 08:00 coffee and bacon rolls
Presentation begins 08:15 Close 09:30
Venue: The Duckworth Suite, Exeter Golf and Country Club, Topsham Road, Exeter EX2 7AE
