Adviser Seminars May 2011– Future Focus
May was a busy month for the Rowanmoor Pensions National Sales Team who travelled the length and breadth of the country presenting a series of seminars to advisers of high net worth and mass affluent individuals, explaining how this year’s changes to pensions legislation can be used to their clients’ best advantage.
Judging by the feedback received from delegates, which included “a very thoughtful and informative presentation”, “very good seminar with useful sales ideas”, these were valuable sessions.
One of the most popular topics at these events, was the Defined Benefit SSAS, so we have published a Rowanmoor Pensions etalk online focus article, which explains some of the benefits it offers business owner-managers.
If you are one of the 88% of delegates who signed up to receive our etalk email updates, look out for other focus articles on other topics you said you want to explore further, such as the Rowanmoor Pensions Family Pension Trust, commercial property investment and scheme pension, in future issues.
If you have any questions, please send them via the enquiry box on the right hand side, call 08445 440550 or email us.
Rowanmoor Pensions has carved out a reputation for the excellent quality of services offered to clients. The service we provide for our SSAS, SIPP and Family Pension Trust (also known as a Family SIPP) products are built on service principles refined through years of award-winning SSAS service and we set ourselves high standards.
You do not have to take our word for it. The accolades we receive give an insight into the quality of our service and the relationship we have with our customers.
Good news stories from around the business demonstrate the benefits that our approach to service brings to our customers.
