Joint Webinars

Pension tax rules and decumulation webinar with Charles Stanley 20 April 2021

We are partnering with Charles Stanley for a CPD webinar looking at key pension tax rules to consider with clients and investment strategies for generating retirement income.

On the theme of decumulation, Barry Foster, Technical Sales Manager, Curtis Banks, will consider the importance of tax wrapper diversification and, specifically regards pensions: the Normal Minimum Pension Age (NMPA), and some less well understood aspects of the Pension Commencement Lump Sum (PCLS) rules.

Keith Arnold, Intermediary Sales Manager, Charles Stanley, will cover decumulation, exploring investment strategies best suited for generating retirement income. Andrew Baker, Senior Investment Manager, Charles Stanley, will provide an investment-focussed market update specifically aimed at clients looking for decumulation.

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Previous Joint Webinars

You can catch up on our previous joint webinars below.

Tax planning ideas for 2021 and retirement funding planning options March 2021

On March 10, we partnered with LGT Vestra to bring you our ‘Tax planning ideas for 2021 and retirement funding planning options’ webinar.

The Budget saw a freeze on various allowances and tax bands, including the lifetime allowance. Barry Foster considered the effect of these freezes, and how pension planning, as part of a wider financial plan, may help those affected.

David Lane, LGT Vestra Partner and Technical Director, discussed whether 2021 could be a defining year for tax relief. David also explored the fiscal effect Covid-19 has had, discussed the potential tax changes and highlighted tax planning opportunities presented by the pandemic.

Retirement funding webinar with Psigma Investment Management January 2021

We partnered with Psigma Investment Management for a joint webinar to look at some straightforward but effective steps clients can take to help keep their pension and investment planning on course to achieve their goals.

In this webinar, Curtis Banks Technical Sales Manager Barry Foster discussed key retirement planning topics: essential planning ‘Don’t forgets’; maximising the efficiencies of various tax wrappers; and what clients should know about taking money out when they’re putting money in.

Psigma Investment Management discussed possible answers to the question “How can we achieve higher returns in a lower growth environment?”

Catch up with the webinar here.

Managing client income needs in retirement - Brooks Mcdonald July 2020

We joined Brooks Macdonald for their Connected webinar series, a series exploring the effects the COVID-19 pandemic has had on financial markets and, in particular, pensions and retirement funds.

In this webinar, Curtis Banks Pension Technical Manager Jessica List examined the considerations for those accessing (or thinking of accessing) their pensions, and discussed lifetime allowance issues, such as the age 75 tests.

Catch up with the webinar here.

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