Gareth Davies
Gareth Davies is the Pension Specialist for Scottish Widows, dealing with technical and legislative aspects of both corporate and individual pensions. Gareth has over 30 years’ experience in the life and pensions industry working for major product providers, and over 15 years’ experience as a pensions specialist. Gareth regularly speaks at industry and trade events and he is a Chartered Financial Planner, a Fellow of the Personal Finance Society and holds the Investment Management Certificate.
A new era for advice
Younger clients expect digital tools, speed and personalisation. Explore how AI, Targeted Support and hybrid advice models are reshaping the...
Tax benefits of Drip-feed Drawdown
Learn how Drip-feed Drawdown can help clients access pension income more tax-efficiently by combining regular withdrawals with tax-free cash, reducing...
Inheritance tax planning – what does the future hold?
Scottish Widows experts Gareth Davies and Jon Hall explore the 2027 Inheritance Tax changes, adviser impact, and the role of...
Autumn budget – the implications for advice
Scottish Widows experts Gareth Davies and Ross Easton explore the Autumn Budget’s impact on pensions, inheritance tax, and how advisers...
Advisers are embracing change
With trillions of pounds set to pass between generations in the coming years, intergenerational planning is a well-known issue for...