Setting the scene
Informed Financial Planning are delighted to host a number of seminars for local professionals in 2026. 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
Thursday 14th May 2026 | 8:30 am – 10:00 am
Location
Informed Financial Planning, 8 Waterside Park, Hessle, HU13 0EG
Event Description
Chartered Financial Planners, Charlie Hewson and Lewis Atkinson, will deliver an in-depth seminar exploring the ongoing importance of pensions as a core component of effective retirement planning. Following networking with likeminded professionals over coffee and breakfast, Charlie and Lewis will guide you through the pension landscape, from the basics to more advanced planning considerations.
The session will examine why pensions continue to offer a highly tax-efficient route for retirement saving, before exploring the growing complexities that arise as pensions form part of a client’s estate. Attendees will gain insight into the common challenges clients face, alongside the planning opportunities available, and how proactive, well-timed advice can help ensure retirement objectives are met.
Designed to be practical and engaging, this seminar will equip you with the confidence and knowledge to have more informed, strategic conversations with your clients around pensions and long-term planning.
This event is for professionals in the legal, financial and insurance sectors only.
Learning Outcomes
- Understand why pensions are still a tax efficient way to save funds towards retirement
- Explore the issues clients will face as pensions become part of their estate and the opportunities for planning
- Understand the common issues with pensions and how proactive advice can help to ensure that retirement goals are met
Speaker Details
Charlie Hewson BSc (Hons) APFS, Chartered Financial Planner, brings 9 years of financial expertise. Achieving Chartered status in 2023, he specialises in pensions, inheritance tax planning, and investment advice.
Lewis Atkinson BA (Hons) APFS, Chartered Financial Planner, brings 8 years of financial expertise. Achieving Chartered status in 2023, he specialises in pensions, inheritance tax planning, and investment advice.
Register Here:
Please note, this form allows booking for one space at a time. If more than one person wishes to attend, each individual must register separately.
