In this webinar your regional Business Development Manager will host a variety of speakers and topics which we covered in the AJ Bell Investcentre Autumn tour.
We’ll address what’s been going on in the investment markets so far this year and the outlook for the remainder of 2023. We’re also be looking at how pension lump sums and death benefits will work in the new pension world from April 2024 addressing the position for clients with protection, discussing planning points under the new regime. Our policy expert will deep dive into the FCA’s annual Financial Lives survey results, providing a comprehensive analysis of shifting UK consumer behaviours with valuable insights for advisers on the changing needs of clients and prospective clients. We’ll ensure you’re kept up to speed with the key findings and what you need to know about savers and investors in 2023.
The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.
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