Business owner - the need for financial planning

education iconIn this packed webinar, Fiona talks about the rise in business owners and the real need for financial planning. Fiona also covers the options for business owners when extracting company profits - including the benefits of pensions and the implications of the annual allowance, tapered annual allowance and lifetime allowance.

CPD learning outcomes - 60 minutes

timer iconAfter watching this webinar, you'll be able to:

  • Explain the benefits of pensions for the business owner.
  • Detail the issues in pensions planning.
  • Consider the business and the owner and the implications for each.
  • Explain retirement and death benefit options.  

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The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.