Webinars
Watch our past broadcasts
for news and advice below
Check Out Our Past Webinars Below
Flexible Pensions for Business Owners
Welcome to our Flexible Pensions for Business Owners Webinar. In this recording we discuss:
- Overview of Available Retirement Funding Routes for Business Owners
- Comparison Between OMA Executive Pension and PRSA
- Quantifying Pension Opportunities & Standard Fund Threshold Changes
- Real-World Scenarios Comparing Outcomes for Directors with Low and High Retained Pensions.
Defined Benefit Pensions
Welcome to our Defined Benefit Pension Webinar. In this recording we discuss:
- Main Benefits / Disadvantages of a Defined Benefit Pension scheme.
- Assessing the Risk / Reward of a Transfer Value (Enhanced Transfer Values).
- Sample Client Case studies: When a Transfer Value makes sense and when it does not.
- Solutions – Have you already waived your rights to tax-free cash from a DB plan, if so is there a solution?