Pension seminars in Shetland

Due to demand, we are running seminars in Shetland in which we will cover the following topics:

• Transferring a Defined Benefit (DB) pension – the “pros and cons”.
• Our firm’s approach to this complex advice area.
• The importance of contextualising your options within your financial and lifestyle objectives.
• The use of lifetime cashflow modelling in order to forecast outcomes and quantify both risks and benefits.
• How to keep costs low while optimising investment returns.
• The importance of ongoing advice and reviews.
• Q & A session.

To reserve your place, select your preferred session, add your name and contact details below and click “submit”. We’ll email you confirmation of your reservation along with full details of the venue.