Pensions Flexibility
The Insurance Institute of Aberdeen is happy to announce that their next event will focus on the topic of Pension Flexibility.
Starting with a recap of the 2014 budget transitional provisions, the seminar will then look at the planning considerations to think about prior to 6 April.
Learning objectives:
Delegates attending this event will be able to identify:
- The new pension flexibility options available for at retirement clients from April 2015
- The changes to the taxation of pension death benefits and the associated planning opportunities
- Practical applications of the new regime and planning opportunities to ensure added value
- The best outcome for your ‘at retirement' clients.
Delivered by Sandra Scott of Aviva the event promises to be hugely engaging.
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.