A pension seminar with Baroness Ros Altmann

  • Thursday 2 November 2017 at 11.45am
  • Vale of Glamorgan

We’re very pleased to welcome Baroness Ros Altmann to our pension, financial planning and investment seminar at the Vale Resort. Ros Altmann is the UK’s leading pensions expert and was Minister of State for Pensions from May 2015 to July 2016. As a campaigner against pensions injustice for many years, she is an excellent person to talk to you about the current state of pensions in the UK and how you could be making the most of them.

The Vale Resort is situated in 650 acres of Welsh countryside. Our Head of Financial Planning, Andy Cowan, hosts our investment and financial planning seminar at this stunning venue.

At the seminar:

  • Baroness Ros Altmann will discuss why pensions are brilliant, with a detailed look at how pension policy has changed over the last few years
  • Ros will also talk about the ways pensions could form a part of your Inheritance Tax and estate planning and how, in the 21st century, you can now plan for a gradual retirement
  • Our financial planner Rhian Phelps will talk about how Tilney can help you prepare for retirement
  • You can learn more about the current environment for your pension investments from Tilney investment manager Justin Ogilvie
  • A Q&A session gives you the opportunity to ask all the questions you have about pensions
  • Mingle with other guests after the event over lunch

Speakers

tall for seminar

Andy Cowan

Head of Financial Planning
Ros Altman

Baroness Ros Altmann


Rhian Phelps

Rhian Phelps

Financial Planner
Justin Ogilvie

Justin Ogilvie

Financial Planner

When

Thursday 2 November 2017 at 11.45am

Where

The Vale Resort, Hensol Park, Hensol, Vale of Glamorgan, CF72 8JY

Location

ApiKey:

Advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority, however, the products to mitigate tax may be regulated.