Download the Lonsdale Retirement Guide.
Read our Retirement Guide to see how recent pension changes will affect you?
Wednesday 23 December, 2015
There have been a number of pension changes over the last year to the way in which you will be able to access your pension when you retire. Making sense of the recent pension legislation changes can be difficult. If you are approaching retirement or want to get a better understanding of the new legislation we recommend you review our Retirement Guide, which details all the choices that are now available to you when you retire. It also provides useful information about the state pension and the benefits available from the workplace pensions your employer may have provided for you.
However, everyone’s situation is unique so we also recommend you speak to your Financial Adviser who will help you understand recent pension changes in the context of your own circumstances, and provide you with suitable financial advice on the various options available.
Most of our Financial Advisers – Steve Cook, Richard Porter, Simon Armstrong and Simon Hawker from our St Albans Office in Hertfordshire, Simon Prestcote and Daniel Stansall from our North London Office, Allan Ross from our Ware Office, Deb Nolan from our Leeds Office and Neil Homer from our Stafford Office have recently passed the Chartered Institute of Insurance (R08) Pensions Update examination. The CII Pensions Update Programme offers a complete continuing professional development solution to ensure Financial Advisers are up to speed with the new pension changes when they provide financial advice.
According to the Chartered Institute website ‘The QCF Level 4 Pensions Update Programme develops knowledge of recent pension reforms and understanding of how the changes impact at-retirement advice. Successful completion awards a pass in new unit '(R08) Pensions update'
Look out for further updates as all our Financial Advisers plan to study for this qualification in the next few months.
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