Two matters to detain you this morning, the first and most pressing is the Tuesday coffee morning – today!
Billy Burrows
You are cordially invited to attend our next session with retirement adviser, Billy Burrows.
Billy will be focussing on two key areas namely the future of retirement planning advice plus is Drawdown dead?
- Update on annuities and drawdown – 10 years since pensions freedoms!
- Annuities – still a good thing?
- Drawdown new default?
- What’s happening with regard to IHT on unused pensions (is Drawdown dead)?
- What are advisers actually doing about IHT?
- The future for Retirement income Planning
- Climate change- how Climate Change will affect planning in the future
- AI – How will AI affect delivery of help/guidance/advice
- How will individual behaviour react to changing circumstances
Other questions:
- Does he think AI will replace advisers?
- Will IHT on unused pensions mean less money going into pensions?
- Why hasn’t there been innovation in annuities and DD?
- How will GenZ afford to retire?
Billy Burrows has over 40 years of industry experience and is an adviser with Eadon & Co. Prior to Eadon he had roles with Retirement Intelligence, Better Retirement Group and Key Retirement Solutions.
We hope you can join!
Link for those who’ve read this far gets free entry at 10.30 am Tuesday (March 4th)
ROSALIND CONNOR VIDEO
The second matter is the late-published video of Rosalind’s excellent conversation with us on fiduciary responsibilities of Trustees who find themselves in surplus (ephemeral or not).
It only takes second in importance as it can be reached at any time, Billy can only be reached live once – certainly at our coffee morning.