This session took place on Thursday 24 April 2025

Presenter: Andrew King & Austin Flood, Evelyn Partners

If you would like to purchase a copy of the recording and slides, please email elouise.enright@surreylawsociety.org.uk

This 1.5-hour online course will provide an essential introduction to the key changes to pensions and death benefits, helping private client practitioners understand how these updates will affect their clients. We’ll cover the upcoming changes, including new rules, tax implications, and how to navigate the evolving landscape of pension planning and death benefits.

Designed for those who need to get up to speed quickly, this course will equip you with the knowledge to advise clients on how these changes impact their retirement and estate planning. Practical guidance and actionable advice will ensure you’re ready to provide the best support to your clients as the new rules come into effect.

Andrew King

Andy is a Chartered Financial Planner with over 30 years’ experience in the financial services industry. His career began working for a major life office and he then progressed to advising clients as an IFA for 22years, specialising in the corporate market. He then moved into training and development and latterly was the pensions SME for a UK Bank. He then took up his current role in January 2023 with Evelyn Partners as a Pension Technical Specialist. His responsibilities include providing technical assistance, training and research in pensions, as well as carrying out due diligence of third-party pension providers. He regularly provides pension related comment to national newspapers and sits on the retirement policy council of TISA.

In his spare time, Andy enjoys photography, theatre, travel, watching Bristol Bears rugby and carpentry. He is also a keen runner and triathlete, competing in various events throughout the year.

Austin Flood

Austin has spent the last 7 years helping clients with their financial planning needs. With a focus on pensions and tax planning, Austin enjoys helping individuals navigate an increasingly difficult landscape to achieve their retirement goals.