Tuesday 26th June 2018
Online
44 MINS
Is passing the pension fund directly on to the spouse/next generation the best option for all clients?
In this session we covered…
Utmost Wealth Solutions' Technical Sales Manager with nearly 30 years in financial services. John is a Fellow of both the Personal Finance Society and the Chartered Institute for Securities & Investments, as well as being a Chartered and Certified Financial Planner.
Utmost has created a page on their website with the slides and CPD certificate
