The future of retirement planning: how to get it right for clients in the 2020s
Planning for retirement is trickier than it used to be.
You may have clients who would like to put more into their pension, but are constrained by the annual or lifetime allowance on pension contributions.
Or you may have clients who want to start moving out of stocks but still want to target a good return.
Join Octopus, Tavistock and Blackrock for this event, which will look at how retirement planning is likely to evolve over the next decade and how it could affect the types of problems clients need advice on.
Attendees get 4 hours CPD and lunch will be provided.
The Octopus solutions discussed in this event will place investors capital at risk, and some are higher risk solutions compared to traditional investment strategies. Further details of some of the risks can be found below.
Below are some of the key risks associated with products Octopus will discuss at the event:
- The value of an investment, and any income from it can fall as well as rise. Investors may not get back the full amount they invest.
- Tax treatment depends on individual circumstances and may change in the future.
- Tax reliefs depend on the VCTs and smaller companies maintaining their qualifying status.