Pre-Budget policy, regulation and planning

Join this Techy Thursday special with guest speakers from AJ Bell to present a broader industry view of the ‘state of the nation’.

Together we’ll discuss: 

• The current political scene and how it could shape future fiscal events
• What might be announced in the Budget, and what this could mean for financial planning
• Upcoming changes to bring pensions into the IHT net
• Regulation governing the delivery of advice
• Key issues affecting retirement planning and what ‘best practice’ looks like.

In addition, AJ Bell will provide an overview of their Investcentre SIPP proposition.  

The event qualifies for up to 90 minutes of Structured CPD accredited by CII. By the end of the session you will be able to:

• Describe the current political landscape and how it may impact future fiscal events
• Discuss the potential changes in the upcoming Budget and the likely impact on financial planning
• Identify what good retirement planning processes look like.

Les Cameron

Head of Technical, M&G 

Les covers most areas of financial planning, specialising in the pensions technical arena. He joined Prudential in 1997, having held various pensions technical and management roles throughout his career. Les is a Fellow of the Personal Finance Society.     

Karen Fitzpatrick

Pensions Specialist 

Karen Fitzpatrick, a Chartered Financial Planner, brings over 30 years of expertise in the pension and investment industry. Her extensive career includes roles with major providers, showcasing her deep understanding of financial planning and investment management. Karen excels in collaborating with financial advisers, ensuring they deliver optimal solutions to their clients. Her dedication to the field and comprehensive knowledge make her a trusted and respected professional in the financial advisory community.       

Rachel Vahey 

Head of Public Policy at AJ Bell 

Rachel helps lead AJ Bell’s response to the changing pensions and savings environment, as well as analysing how new legislation and regulation affects providers, financial advisers, and customers. She’s well known within the pensions and savings industry, and regularly speaks at public events, alongside writing press articles and other content.     

Greg Morton

Business Development Manager, AJ Bell Investcentre 

 Greg has over 12 years of experience in platform and investment sales, with a strong focus on helping firms streamline operations and drive business growth. As the leader of our South West Sales Team, Greg is dedicated to providing exceptional support and service to our customers.    

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.