On the 27^th September we held our very first ‘Focus On’ seminar.

Primarily for solicitors and accountants, we took a look at two key problems that have come to the fore since the introduction of the new pension freedom rules in April 2015, and some solutions the we believe can help solve the problems.

Sources: (1) AJBell (2) AJBell (3) Schroders (4) Gov.UK (5) Royal London (6) Retirement Advantage (7) Beaufort Financial/YouGOV (8) FCA (9) The Pensions Regulator

We believe part one of the solution is an educational one, and by highlighting and explaining key things to know, we hope our attendees are now better informed to guide their clients.

To support and compliment the educational piece is our six step planning solution. Here it is in brief:

We received some excellent feedback from those who attended. We work with solicitors and accountants on a regular basis, so if you ever need legal or tax advice, please do ask us, as we are likely to know someone who can help you.