The Personal Finance Society (PFS) has announced it will be holding a series of country-wide, half-day technical seminars on pensions planning pre and post A-Day, between October and December.
The course will look at the opportunities to advising clients in the run up to 6 April and immediately afterwards. Course tutor Mike Morrison, pensions strategy manager at Winterthur, will lead advisers through investment opportunities pre and post A-Day, retirement planning, business planning opportunities and transitional arrangements. The detailed context of the course will be determined by the latest state of legislation. The PFS will also be holding a series of technical seminars covering everything from advising in the older client market, investing in commercial property, IHT and t...
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