Money Marketing Retirement Planning Invitational

This afternoon I am speaking on a panel session at the Money Marketing Retirement Planning Invitational.

This is an event for professional advisers examining all aspects of the proposed changes “Freedom and choice in pensions” that were announced in the recent Budget.

Like all announcements from Government there is sometimes a mismatch between the headlines and the detail.

Our panel will be considering questions such as;

•    What will be the long-term impact of the Budget changes for savers?

•    What is the future of annuities and what next for product development?

•    How will investment- linked annuities evolve within the new retirement world?

•    What does the Budget mean for a client in drawdown?

•    What impact will the new style key features document that every client now receives have on the investment decision?

Panel members will be invited to give their answers and comments on the wide ranging challenges that these changes deliver.

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