How well do you really know your pension? And what does your ideal retirement look like?

As part of Pension Awareness Week, get clear, generic and practical answers to your pension and retirement questions from experienced advisers - and enjoy a free breakfast whilst you are here.

Richard Jacobs Pension & Trustee Services Ltd has been advising clients since 1992 in this fast-changing industry. Recent Government changes, including plans to bring pensions into inheritance tax calculations from 2027, make it more important than ever to be informed.

After a short introduction, you’ll have the chance to ask our experts anything in an informal, round-table setting. Each table will be hosted by a specialist, and you can move between them at your own pace.

Topics will include:

Property within pensions / self-invested pensions – Kate Barnard, Richard Jacobs Pension & Trustee Services Ltd

Pensions and inheritance tax – Emily Small, Richard Jacobs Pension & Trustee Services Ltd

Auto-enrolment, workplace pensions & corporate members – Sarah Gorton, Richard Jacobs Pension & Trustee Services Ltd

Wills and Power of Attorney – Kate Sutherland, Set in Stone Wills & LPA’s Ltd

Breakfast is on us - just bring your questions!

Spaces are issued on a first come, first served basis. Secure yours now to avoid disappointment.