Winterthur Life is planning to run a series of workshops to bring IFAs up to date with the latest industry developments on retirement planning.
It will hold 33 workshop sessions between 25 September and 15 November which will last around two and a half hours to bring IFAs up to speed with the latest rules, such as those relating to the inheritance tax (IHT) treatment of alternatively secured pensions (ASP). Other topics planned for the ‘making the right choice at retirement’ sessions include: Unsecured pensions (USP) Vs annuity and what the implications are Benefits of building investment processes to under-pin retirement options Practical help on constructing portfolios for specific retirement needs Mike Morrison, pensi...
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