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Event Date Wed May 13 EDT (over 1 year ago)
Region All

Many customers find this area confusing and difficult to plan for. It is an area that elicits a wide variety of alternative methods to provide an income in retirement, but it is also equally important to understand the importance of traditional forms of retirement planning. Here we will focus on the following areas:

• Registered pensions
• Contributions
• Annual allowance/MPAA
• Lifetime allowance
• DB considerations
• Types of MP schemes
• Self-investment

Customers look for a far larger variety of solutions to provide an income or capital in retirement. There are so many more options available following Pension Freedoms and this has sprouted many myths and confusion amongst customers in the industry. Alongside releasing equity and utilising pensions, the variety of solutions available from pension pots are much more flexible and varied and need full consideration in all financial solutions.


2020 Speaker

Adrian Crowley
Consultant, London Institute of Banking & Finance

Sponsors & Partners

2020 Partner and Sponsor

• The London Institute of Banking & Finance

• Legal & General