Setting the scene
Informed Financial Planning are delighted to host a number of seminars for local professionals in 2024. Professionals in all capacities can attend these free sessions, which run every quarter and include guest speakers. The topics are chosen by you, for you.
Want to learn something new to share with your clients? Sign up via the link below to register your spot!
Date, Time & Location
Thursday 9th May | 8:30 am -10:00 am.
Informed Financial Planning, 8 waterside Business Park, Livingstone Road, Hessle, HU13 0EG
Event Description
Whether you’re a seasoned finance expert or seeking fresh insights to navigate the financial landscape, then this is event is for you!
Financial Planner, James Foston, will discuss the different types of pensions available and their benefits. You will also gain insights into how the recent abolition of the pension Lifetime Allowance may affect your clients.
Come along to discover how pensions can play a significant part in a well-rounded financial plan.
This free event is tailored to finance/legal professionals and includes a complimentary networking breakfast.
Learning Outcomes
· Understand the different types of pensions and their benefits.
· Understand how pensions can play in a well-rounded financial plan.
· Understand the impact of the recent abolition of the pension Lifetime Allowance and how the new framework may affect your clients.
Speaker details
Meet the Speaker: James Foston DipPFS | Financial Planner
James joined Informed Financial Planning (IFP) in 2018, with a first-class degree in Economics from the University of Sheffield. Starting his career as a Paraplanner, James has over 6 years’ experience in financial services. James moved away from Paraplanning in February 2023, and became one of our Financial Planners. He specialises in pensions, inheritance tax planning and investment advice, and is currently working towards his Chartered status which he hopes to complete by the end of 2024, thus demonstrating his commitment to furthering his knowledge and giving clients the best possible service.
