18th November 2014
Scottish Widows: New Roundtable: Adviser Support Post Budget
The options have changed for clients nearing retirement
This month on our online hub we’re focusing on the changes in pensions legislation and the role of advisers, providers and the Government in getting the best outcomes for your clients.
- Roundtable - ‘Adviser Support Post Budget’. Damian Coleman of Scottish Widows, Keith Churchouse of Chapter Financial and Chris Daems of Principal Financial Solutions discuss adviser preparations for the new retirement landscape
- Research report - ‘The Challenges Facing the Retirement Industry’
- Client facing case studies - ‘Buy to Let vs Drawdown’ and ‘Accessing pensions funds for mortgage repayments’
- Find the roundtable and more on our online hub
Life feels better when you have a plan.
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