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Exploring the future – retirement with Baroness Ros Altmann

15 October 2019 in Wealth planning, Retirement planning

As wealth managers, we think about the future – whether it’s helping our clients to plan for old age or investing in companies that will still be profitable in 30 years’ time.

As part of ‘exploring the future’, we spoke to different experts to find out what long-term trends they are seeing and how these might affect your long-term financial plans and investments.

Interview with Baroness Ros Altmann

Baroness Ros Altmann was the UK Pensions Minister from 2015 – 2016. She is a leading authority on later life issues including pensions, social care and retirement policy. Baroness Altmann warns of an impending care crisis that neither individuals nor the government can afford; and while there are tax incentives around pensions, nothing is specifically available to encourage saving for old age care.

Baroness Altmann recommends that we get a regular ‘wealth check’ – find out more in the video.

                              

 

Speak to a retirement planning specialist

If you’d like more information on planning and saving for later life for yourself or for your children or grandchildren, call us on +44 20 7523 4500 or book a free consultation with a Canaccord Genuity Wealth Management specialist.

Found this interesting? Further reading:

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

Photo of David Goodfellow

David Goodfellow

Head of UK Financial Planning

David specialises in financial planning and tax driven investment planning. He has over 15 years experience in advising on and investing in VCTs, EISs and tax driven property structures, and is part of the CGWM Advice and Solutions Committee. He is a member of the Personal Finance Society and The Chartered Insurance Institute.


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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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