All you need to know to successfully navigate the retirement freedom map
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All you need to know to successfully navigate the retirement freedom map

All you need to know to successfully navigate the retirement freedom map

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Debden House Conference Centre

Loughton, United Kingdom

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Please note - Spaces are limited for this event and we only accept bookings on a first come first served basis

Since April 2015 new laws have meant that you've never had more freedom or choice when it comes to your retirement. For many the new 'pension freedoms' have meant that individuals have been able to flexibly access the money in their pension pots and enjoy their life in retirement.

However whilst 'pension freedoms' have undoubtedly been a chance for many to access their money succesfully there have also been unintended consequences.

Firstly Scammers have used the changes in regulation to continously target both retired people and individuals approaching retirement with 'too good to be true' arrangements designed to part hard working people with their money.

Secondly individuals have withdrawn money without fully understanding the tax implications and finding themselves incurring large tax bills unexpectedly.

and

Thirdly many individuals have started to withdraw money from their pension pots and are finding themselves faced with the money in the pot running out a lot sooner than they expected. This means they are faced with a growing difference between the income they'd like and a rapidly diminishing pot of money to fill this 'income gap' for the time required.

So, if you're recently retired or are quickly approaching retirement, and especially if you're wondering how to get the best (and avoid the worst) of pension freedoms this event is for you...

At this event Chris will explain:-

* How scammers are using pension freedoms as a tool to dupe hard working people, the impact of being scammed, and the steps you can take to ensure you avoid these scams.

* How to understand whether your assets are sufficient to provide you with the income you desire for the rest of your life through proper planning.

* Why understanding the tax implications of withdrawing money from your pension is important and how to ensure you are taking tax into account when utilising pension freedoms.

and

* Why many individuals look for advice when utilising pension freedoms and why you may decide to too.

Your speaker for this event is Mr Chris Daems:-

About Chris - Chris is the director of Cervello Financial Planning and AE in a Box and is also an experienced financial planner with over 15 years experience in helping clients achieve their financial goals.

Chris specialises in working in conjunction with professionals including accountants and solicitors to help their clients with both their business and individual financial goals.

The majority of his clients are directors of owner managed businesses and Chris considers this to be his particular area of expertise. However more recently Chris has specialised in helping firms of all sizes (ranging from 1500 through to 30 employees) with the challenges they face whilst meeting the employer duties relating to automatic enrolment regulation.

Chris has won “Bluebook Newcomer” and “Pensions Adviser of the year award” at the Unbiased adviser awards 2014 and was runner up (for most innovative business) and finalist (for ‘real life entrepreneur’) in last years London FSB awards and also won ‘Group Pension Adviser of the Year’ and was commended for ‘SIPP Adviser of the Year’ at the 2014 FT Adviser Life and Pension Awards. He was also commended for ‘Pension Adviser of the Year’ and ‘Young Financial Adviser of the Year’ at the Unbiased Media Awards 2015.

Spaces are limited for this event...so please book using the buttons below

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Debden House Conference Centre

Loughton, United Kingdom

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