News

29th September 2011
Investec Wealth & Management Pensions hold seminars in Bath & Cheltenham.
 

Jim Trafford - Divisional Director at Investec and Marc Cuddihy
Jim Trafford - Divisional Director at Investec and Marc Cuddihy

Business leaders from across Bath and Cheltenham attended seminars organised by Morgan-Brinkhurst Consultancy on behalf of Investec Wealth and Investment to hear the latest on pensions from nationally renowned expert Mike Morrison.

A breakfast seminar was held at the Hotel Du Vin in Cheltenham and business guests attended from across the Gloucestershire area. A lunchtime seminar was then held at the Royal Crescent Hotel, delegates heard how research suggests that by 2066 half a million people will be aged 100 or over and that includes 7,700 aged 110 and over.

Marc Cuddihy, Senior Financial Planning Director in Bath for Investec Wealth and Investment, said: “In April this year the coalition government announced changes to pensions legislation, which some commentators have argued will have more significant impact than any other changes in the previous 10 years. “The implications of these changes are still largely not understood by many but anyone who has a sizeable pension pot and/or is making large contributions really needs to take professional advice at the earliest opportunity to examine the potential impact.

“These changes occur at a time when retirement planning is becoming increasingly important and at the same time increasingly complex, yet within the rules and regulations there are real opportunities to enjoy flexibility and even a few tax breaks. Professional advice is therefore vital to ensure that you can achieve those financial aims and goals in a period that is getting increasingly longer.

“We decided to hold a seminar to give business men and women the opportunity to find out about some of the background, legislation changes and some of those key opportunities.”

Mike Morrison from AXA starts the presentation
Mike Morrison from AXA starts the presentation

Mr Morrison, who grew up in Bath and is a fan of the city’s rugby team, said: “I have been focusing on some of the changes, more to the opportunities. Pensions can be a technical area but underneath all that there are real opportunities for individuals to maximize tax reliefs while they still exist.”

Mr Morrison is head of Pensions Development at AXA Wealth and liaises with various industry bodies with regard to developing pension products and their accessibility to consumers.

Delegates in Bath included representatives from Wellsway BMW, the Platinum Motor Group, Withy King Solicitors, Stone King Solicitors, TCO Ltd, and Thrings Solicitors.

The Investec Pensions Seminar advertorial appeared in The Bath Evening Chronicle, the advertorial arranged by Morgan-Brinkhurst Consultancy. The advertorial can be viewed by clicking here (Adobe Reader is required).

As part of the promotions and marketing services we provide for our clients MBC are also happy to negotiate adverts and advertorials, we oversee the design and the text and advise our clients up to the newspaper or magazine copy deadline.

 

Return to Main News Pages

Return to the TOP

Copyright: Morgan-Brinkhurst Consultancy 2011