Derbyshire financial planner organises savings summit

10 December 2014

A Derbyshire-based financial planner is organising a summit to explain the recent changes in pensions and ISAs.

The free event, at Mosborough Hall Hotel, will bring together experts to analyse how savers will be affected.

Organised by Jillian Thomas, managing director of Future Life Wealth Management, the summit on February 12 will feature speakers including TV finance pundit Justin Urquhart Stewart and David Lane, technical director of Vestra Wealth.

Justin, who is well known for his red braces, is co-founder and head of corporate development at Seven Investment Management. He is a renowned financial commentator on television and radio, and in newspapers and magazines. David is an expert on pensions, tax and trusts.

Jillian said: “I am delighted to bring together some of the best brains in the business to unravel just what the changes George Osborne has been announcing mean to ordinary people.

“In more than 20 years that I have been a financial planner I don’t think I have ever seen such fundamental changes, which could dramatically alter the ways we save. It is essential for people to understand what is happening before the start of the next financial year.”

Among the changes to come in to force from April 2015 include the ability to take the pension pot as a cash lump sum, rather than an annuity, and spouses being able to inherit ISAs and benefit from the tax-free returns.

“Behind these statements is a fundamental shift of emphasis in what a pension and ISA are actually for and how they could be used within a financial plan. Now it will be possible to pass the savings pot on from generation to generation, just like the family silver,” said Jillian.

Future Life Wealth Management offers a bespoke financial planning service to generators and receivers of wealth, from business owners and executives to inheritors and retirees.

Last month the company, which is based in Renishaw, was named one of the top 100 in the country for the second year running. The New Model Adviser Top 100 recognises firms for their qualifications, income and commitment.

To book on the pensions summit, which will run from 9.30am to 12 noon on Thursday February 12, contact 01246 435996 or info@wealthmanagement.uk.com

Notes to editor

Attached photograph shows Jillian Thomas. (Photograph of Jillian and Justin Urquhart Stewart also available.)

To watch Jill Thomas speak about the pension summit on Future Life TV, please visit https://www.youtube.com/watch?v=OfvQ_zR54rk&feature=youtu.be

Jill Thomas can be contacted on 01246 435 996 or at Jill@wealthmanagement.uk.com

Future Life Wealth Management, which was set up in February 2010, offers a bespoke financial planning service to generators of wealth, typically business owners, executives and professionals and also to receivers of wealth, such as inheritors, divorcees, widows and retirees.

For more information about Future Life go to www.wealthmanagement.uk.com

View current news