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It was a real pleasure to see so many at our pensions freedom workshop earlier this month. Many existing clients, potential clients, solicitors and accountants attended the event at the Castle Green Hotel, all with a similar agenda; to find out what the changes are and how it may affect them.

I cannot emphasise enough how big the upcoming changes to pension legislation actually are – they are the biggest that we have seen in over a century. Pension investment vehicles will no longer be a means of keeping your pension savings locked away. With the changes, most pensions (apart from final salary type schemes) will allow people to spend their nest egg as and when they choose, after the age of 55.

We received some great feedback from those attending the event, many expressing how the presentation has helped them understand the changes a lot more. Many advised that they didn’t realise just how different and flexible the new rules are, and what opportunities they present for additional tax savings and inheritance tax planning.

For anyone who was unable to attend the event, I am pleased to announce that FMB will be holding a smaller session at 10.30am on Friday 24th April at our Shenstone offices.

If you have retirement on your mind, then this event is for you. Don’t bury your head in the sand – be prepared and join us to find out just what this means for you.

Our workshop will cover:-

  • To which kind of pension the rules apply
  • How the changes in tax treatment will affect you and your pension(s)
  • How your pension(s) can be protected and passed down to the next generation
  • The various ways you can now access your pension benefits

The workshop will include cakes and refreshments and there will be many FMB financial planners on hand if you should have any individual questions.

Please email Rebecca if you would like to reserve a place.

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