Richard Porter, Director & Independent Financial Adviser, St Albans
Sign up to our free Pension Seminar – 13th May in St Albans
Friday 29 April, 2016
Looking for pension advice?
Join our St Albans Independent Financial Advisers and over 30 guests at the Lonsdale Service’s Pension Seminar – Making sense of your pension options, at Verulam Golf Club, St Albans on 13th May.
We still have a few places available. To sign up please email Sally Danks at sdanks@lonsdaleservices.co.uk, or phone us on 01727 845500.
Richard Porter, Independent Financial Adviser at our St Albans office said: ‘Our February Pension Seminar was also well supported and feedback was really positive. Our presentation helped guests understand the recent changes in pension legislation and their new pension options. If anyone wants to know more about freedom & choice in pensions please sign up to our May seminar.’
ST ALBANS – MAKING SENSE OF YOUR PENSION OPTIONS
Date: 13th May 2016
Venue: Verulam Golf Club, 226 London Rd, St Albans AL1 1JG
Timing: 8am-10.00am
8am - coffee & pastries
8.30-9.30am – Presentation & questions
9.30am – Coffee & discussion with Lonsdale Independent Financial Advisers
The seminar will address many questions we are regularly asked by our clients including:
• Can/should I take some tax free cash or not?
• What are the implications at retirement of part-time work or staying on full time?
• How can I start taking pension income tax efficiently?
• Can I have flexibility around my future income levels?
• How do I maximise death benefits and provide for ill-health?
• How do I ensure my money will not run out?
• How do I minimise the risk of my investments when I have retired?
• Can my unused pension be passed on to my family?
• How do I provide for later life?
