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Financial planning considerations following a year of change

Financial planning considerations following a year of change

Webinar contents
Transcript

Over the course of this tax year, we’ve seen significant changes to pension legislation. This has resulted in substantial new planning opportunities for many investors. At the same time though, we’ve had to contend with political instability, market uncertainty and high inflation. What’s more, the introduction of the new Consumer Duty legislation has added to the pressures on advice firms.

All these factors mean the build-up to the end of the tax year will, once again, be a very busy time for advice practitioners. As ever, considering all the valuable allowances available to clients will be vital – as will determining any action needed before the end of the current tax year. Planning will also be required ahead of the new tax year, to provide good client outcomes and to reduce any risk of foreseeable harm.

To help you navigate all the implications for retirement and tax planning, Fidelity’s Paul Richards, Paul Squirrell and Jon Hale run through the most-common tasks required for tax year end. Importantly, they demonstrate how to quickly identify and practically manage any required actions on our platform.

What's covered?
 

  • The changes to pension legislation and what this means for planning.
  • Identifying clients who need to take action to make the most of their allowances.
  • Options for investing in uncertain times.
  • Considerations for capital gains tax planning.

About the Speakers

Paul Richards

Paul is our Head of Distribution and has worked at Fidelity since 2006. He is responsible for the development and implementation of sales strategy, as well as the day-to-day management of the field-based and telephony sales teams.

Paul has over 34 years’ experience in financial services, beginning his career at a life insurance company, before moving to Skandia, where he held various sales roles, culminating in the role of Sales Development Manager for the London region.

Paul holds the Advanced Financial Planning Certificate and is an Associate of the Chartered Insurance Institute.

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Paul Squirrell FPFS

Paul is our Head of Retirement and Savings Development.

He is a retirement and savings specialist, helping advisers with the complexities and ongoing changes in tax legislation.

Paul started his career in Financial Services in 1987 and was working as a pension specialist in the employee benefits sector before joining Fidelity in 2007. Prior to that he was an Independent Financial Adviser in the Suffolk Area.

Paul is a Chartered Financial Planner and a Fellow of the Personal Finance Society.
 

Jon Hale

Jon is a Senior Regional Platform consultant at Fidelity Adviser Solutions where he also manages the National Platform Consultancy team.

Together they provide support to advisers, ensuring the platform can be fully integrated into their business whilst helping to maximise functionality and create efficiencies. This includes implementing investment propositions, consolidating assets, managing decumulation strategies and providing training support. 

Jon began his career in 1991 and has worked in a variety of roles supporting financial advisers, both at life and pension companies and platform providers. Jon joined Fidelity in 2013 and holds the CII diploma in financial planning.

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