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
Morrison from AXA starts the presentation
Mr Morrison, who grew up in
Bath and is a fan of the citys 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
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
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.