Rewrapping client wealth – Cracks in the core - Quilter

Building on Kirsty’s pension and IHT webinar in April, this session will delve deeper into the cracks that are emerging in our core wrappers. In today’s changing tax landscape, if we continue the approach we’ve always taken, both in accumulation and decumulation, clients will face more tax on all fronts.  

Within each client plan, what is the objective of each wrapper and are all of the allowances and exemptions available being used in preparation for decumulation?

Using client behaviour data from the Quilter platform, she’ll demonstrate what action clients are taking now – and the impact of these same behaviours post 2027.  

Have you started to assess your client bank to understand how client’s will be affected and in what way? And to take this further – how will this affect your business and your processes.  

LEARNING OBJECTIVES:

• Identify the valuable insights your client data can reveal  
• Demonstrate how your approach to core wrappers needs to evolve
• Explain how your business can evolve and adapt to meet the changing client needs

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Understanding income-generating investments for retirement - Evelyn Partners

In an investment environment defined by volatility and economic uncertainty, the conversation around capital preservation and steady income is more relevant than ever. This session explores the often-overlooked mechanics of cash instruments, cautious bonds, gilts, and structured products - assets that many investors are familiar with in name, but rarely understand in depth.

Evelyn Partners will demystify how these instruments work, the role they can play in delivering reliable pension income, and why they deserve a place in a well-constructed retirement strategy.