The Long Game: Talking Pensions

In this episode of The Long Game, Rachel and Steve discuss significant upcoming changes in pensions, particularly focusing on inheritance tax implications and the increase in the normal minimum pension age. They explore how these changes will affect financial advisors and their clients, emphasising the need for awareness and proactive planning. The conversation highlights the challenges in lobbying for changes and the importance of education in navigating the evolving pension landscape.

In this episode of The Long Game, Rachel and Steve are joined by David White from QB Partners to discuss how the roles of SIPPs and QROPS are shifting in international pensions. They explore forthcoming tax changes and cross-border planning opportunities, highlighting what advisers need to understand in a rapidly changing landscape. A conversation that brings welcome clarity to a complex area.

The latest Global Advice Study reveals a growing gap between retirement expectations and reality. Are your clients heading for a shortfall? In this episode, we’re joined by Nigel Danzelman, Head of Marketing Services & Communications at IFGL, to unpack what the findings mean for financial advisers — and the conversations that really matter.