Freedom and choice in pensions: Planning for your financial independence

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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



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