ICR045: Pension changes, end of commission & important assumptions
This week in episode 45 of the Informed Choice Podcast, Martin talks to his colleagues Nick and Andrew about pension freedoms, the end of investment commissions and important assumptions for Financial Planning.
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Main Topics
Back in April we experienced the introduction of new pension freedoms. Have these been a success?
What is coming next in the world of pensions? With a new Pensions Green Paper, could we see a change in pensions tax relief?
Ongoing commissions on many types of investments are coming to an end next April.
What is happening to these fund based commission payments and what options do investors have when it comes to paying for financial advice?
Assumptions underpin good Financial Planning, but how do we arrive at the assumptions we use for interest rates, inflation, investment returns or life expectancy?
Why is it so important to keep these assumptions under regular review?
Next week
The podcast next week will feature a live interview with Nick Britton, Head of Training at the Association of Investment Companies (AIC).
Martin will chat to Nick about Investment Trusts, how they work and what investors need to know.
You can register to watch this interview live, or even participate in the interview by asking questions, at https://blab.im/martin-bamford-informed-choice-podcast-live-nick-britton-association-of-investment-companies.
The interview is scheduled for 11am on Wednesday 21st October 2015.
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