Fidelity and FundsNetwork have announced their 2007 adviser workshops will include a new retirement masterclass section.
The workshops, which will be held at 34 venues nationwide from the middle of January, aim to offer advisers insights into some key investment and business opportunities available to advisers.
Topics covered by the workshops include the outlook for markets in 2007, new opportunities for ISAs and PEPs following the government’s proposed reforms, tax planning solutions and time-saving and business generating opportunities for legacy investments.
In addition, seminars will now include a new retirement masterclass which Fidelity says offers advisers insights into the trend away from annuities and offers information on asset allocation, drawdown and wrapper strategies.
Peter Hicks, head of the IFA channel at Fidelity International, says the recent government announcement stating ISAs will be a permanent feature of the UK savings landscape means they will continue to be an integral part of advisers’ business.
In addition, he says the company has done a lot of work on the business and investment aspects of the retirement market, which has already generated a huge amount of interest from advisers, and which has led Fidelity to include a retirement masterclass in its workshop.
He adds: “This is an important issue for both clients and advisers, and the feedback I get is that advisers are very interested to hear more, particularly on the subject of asset allocation and income in retirement. Advisers will also get FundsNetwork’s best ideas on tax planning, wrappers, and retirement planning tools.”
The workshops, which last around two and a half hours will take place across the country between 22 January and 2 February, for more information or to book a place advisers should book online here, or telephone 0800 41 41 21.
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