The past year has truly been the year of pensions, marked by highly anticipated changes to the industry and much discord. Clients are increasingly concerned about their retirement plans and the evolving pensions landscape. This event is designed to equip you with the latest knowledge to navigate these changes.
Join us to gain valuable insights and exchange ideas with peers and industry experts over lunch.
SESSION HIGHLIGHTS:
Keynote Presentation on Pensions Tax
Claire Trott from Technical Connection will explore the key changes to personal taxation and pensions introduced in the October 2024 Budget and what we can expect from this Autumn’s Budget. She’ll highlight the areas creating the most interest, challenges, and opportunities in pensions and tax planning, sharing emerging best practices to help you stay ahead in this evolving landscape.
The Use of Technology in Pensions Management
A session focused on the importance of pensions flexibility and the expanding role of technology in pension management. Discover how to leverage digital tools for better client engagement, pensions administration, and delivering personalised advice. Could the Morningstar Wealth Platform’s recent pensions proposition enhancements help you streamline your pensions administration?
Investing when the only certainty is uncertainty
This session explores Morningstar Wealth’s 400+ strong research and investment team's views on the current investing environment. Where are the opportunities and how to shut out the noise to focus on building robust portfolios able to succeed in a range of possible scenarios?
NEXT EVENT
SPEAKERS
Chris Bishun
Head of Wealth Solutions, Morningstar Wealth
John Chapman
Catalyst Partners
Chris Law
Head of UK Platform Sales, Morningstar Wealth
CPD hours available. Places are limited. Reserve your FREE spot today.
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