Planning for retirement and beyond

Legislative changes to pension Annual and Lifetime allowances have made it more challenging for us all to build sufficient retirement provision.

There are many different ways that income can be generated in retirement. Pension flexibility, and the ability to pass on your fund in its entirety on death, have changed the retirement planning landscape and therefore need careful consideration.

So how do you use the rules to your advantage? Combine this with buoyant investment matters and uncertainty created by Brexit, among other things, and a busy professional has much to consider.

Who should attend?
This seminar is aimed at professionals looking to plan ahead for retirement and those advising clients in this area.


08:00 – 08:30 – Registration and refreshments

08:30 – 08:40- Introduction

08:40 – 09:00- Investment and financial issues in the run-up to retirement and beyond
Andrew Peacock, Associate Director, Investment Management

09:00 – 09:30 - Pensions update – a summary of the latest rule changes and thinking
Catrina Ogilvie, Senior Consultant – Financial Planning

9.30 - 10:00 - Closing remarks and Q&A


Leanne Ellison Tel: 01483 407123 or Email:

Date: 6 February 2018

Time: 08:00 – 10:00

Smith & Williamson, No. 1 Bishops Wharf, Walnut Tree Close, Guildford, Surrey GU1 4RA


Contact us

Catrina Ogilvie image
Catrina Ogilvie

Senior consultant Guildford +44 (0)1483 407159

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