Freedom and choice in pensions: Planning for your financial independence

Print This Post

19 February 2015


Saunderson House200Saunderson House announce a series of practical sessions to take place in central London on 10 March focused on planning for financial independence in the light of the pension changes.

A panel of expert chartered financial planners from Saunderson House chaired by Jonathan Davis of Independent-Investor will examine the options available to you and highlight the issues you should address.

By the end of the seminar you will have a better understanding of what the pension changes mean for you and insight into what you might do about this.

To find out more about this event, please contact: events@saundersonhouse.co.uk

Please note that places are limited and allocated on a first come first served basis.

Session 1: Speakers – Ian McNally and Tony Overy – Chaired by Jonathan Davis

8:30 am for registration and light breakfast; 9:00 am for the seminar and 10:00 am for coffee

Session 2: Speakers – Ian McNally and Tony Wellby  – Chaired by Jonathan Davis

12 noon for registration and coffee; 12:30 pm for the seminar and 13:30 pm for sandwich lunch

Session 3: Speakers – Ian McNally and Tony Wellby – Chaired by Jonathan Davis

17:00 pm for registration and coffee; 17:30 pm for the seminar and 18:30 pm for drinks and canapés

The seminar will also cover:

  • The impact of the proposed changes to pension legislation on pre-retirement funding
  • Increasing tax-efficiency of drawdown strategies
  • Knowing when to take advantage of inheritance tax planning opportunities



Associate News is provided by Legal Futures Associates.
Find out about becoming an Associate



Legal Futures Blog

The skills shortage in law firms is the biggest threat to handling cybercrime

CLC Roundtable discussion at Malmaison Hotel, Charterhouse Square

The skills shortage in our businesses is the biggest threat to our industry when looking at cybercrime. Cybercriminals are not just after money but are looking for sensitive information too, so the legal services sector is an obvious target. In the last year we have had reports of around £7m of client money being lost to such crime. This is not an IT issue and it should not be left to the IT teams to sort out. It is a high-level responsibility and a board-level issue that must be taken seriously. We suspect that we will look back on 2016 and ask why we didn’t respond quicker.

March 21st, 2017