We all have pension questions we’ve never quite got round to asking. Maybe the moment wasn’t right. Maybe the person wasn’t right. Maybe you just didn’t want to be the one to ask. This Assembly is your chance to put those questions to someone who genuinely loves answering them. Consider this your pension intervention.
Join us online at 1.00 pm on Tuesday 29 July for a practical, no-slides pension clinic with host Richard Allum and guest Adam Cole, Retirement Specialist at Quilter.
Together, they’ll work through some of the pension topics that often crop up in cases or have you scratching your head. Things like:
- Transitional tax-free cash, lump sum allowances and lump sum death benefit allowances
- Taking tax-free cash after 75 and the implications
- Taking protected tax-free cash and moving into drawdown
- How defined benefit pensions work
- Guaranteed annuity rates, guaranteed cash sums and other features of older-style contracts
- Annuities including the different options available to members, dependants, nominees and successors
- The State Pension and how it accrues, what’s inheritable and common areas of uncertainty
- Safeguarded benefits, what they are and how they affect transfers
- The minimum pension age changes coming in 2028
What can you expect to take away?
You’ll leave with a clearer understanding of some of the trickier or less travelled corners of pension planning, and with the confidence that comes from having had the space to ask the questions you might not always feel comfortable raising elsewhere.
Save your spot.
