On 9 September ILAG will be hosting a workshop to discuss pension reforms and the proposed changes to taxation. Simon Laight, Partner, Pinsent Masons will chair the workshop, which will begin with presentations from leading industry experts and end with an open floor discussion. Informed Choice executive director Nick Bamford is presenting these slides on Adviser Community Impact, Practicalities and Expectations.

1. Adviser Community:
Impact, Practicalities & Expectations
Nick Bamford APFS
Chartered Financial Planner

2. Expectations
-EET changes to TEE
-ISA pension?
-or
-Flat Rate EET

3. Practicalities
-Added complexity for those with EET & TEE
-TEE disincentive to save?
-Flat rate enough incentive?
-Opportunity to get rid of LTA?

4. Financial Planning
-FP strategic (includes FA)
-FA tactical
-Batting order changes (it has done already)