Fidelity FundsNetwork is running a series of regional seminars to give advisers guidance on the suitability of tax wrappers, following CGT changes in the Budget 2008.
The seminars follow FundsNetwork’s publication of an ‘Insurance Bonds and Collectives’ white paper. Its author Paul Kennedy, head of trusts and tax planning solutions, will discuss the relevant tax efficiency of collective investments and insurance bonds at the seminars. He will be joined by Steve Hutton, Fidelity’s head of IFA sales, who will cover the principles of intelligent asset allocation.
The one and a half hour seminars are set to take place in nine locations across the UK in June and July. The venues are: Bristol, Birmingham, Gatwick, Glasgow, Harrogate, Manchester, Newcastle, Reading and Southampton.
Kennedy says: “As a platform providing both bonds and collectives, its makes no difference to us which tax wrapper advisers use. This puts FundsNetwork in a position where we can truly offer advisers an unbiased view on the collectives versus insurance bonds debate that others may not.
“The seminars are not about us dictating to advisers whether to use a bond or collective but about imparting an understanding so that the adviser can make the very best tax wrapper decision for their clients.”
To sign up for a place at the seminar, advisers should visit www.fundsnetwork.co.uk/adviser or call: 0800 41 41 81.
Pension savers need to engage with their retirement options far earlier than is currently normal to ensure they save enough through their lifetime, according to a report from the Association of British Insurers (ABI).
The majority of financial advisers (85%) believe the number of self-invested personal pension (SIPP) providers will continue to fall in the coming year, according to Dentons Pension Management research.
Short-term noise or something sinister?
Royal ascent in May
Bought platform for £31m in 2016