Lunchtime Lecture: An Update on Pension Freedom

Matthew and Rob have over 30 years experience in working for pensions providers. They now both work for LV= Retirement Solutions in the Midlands as Retirement Consultants. Matthew is a Fellow of the PFS and Rob is currently studying towards Chartered Status.

The lecture will look at the impact of the "Pension Freedom" twelve months on from its start. It will clarify some myths such as why the roads aren't filled with retirees driving Lamborghini's and Ferrari's and what the actual impact has been. The talk will also briefly look at likely changes going forward based upon government announcements in the last year.

Learning objectives:

• Learn what actually changed when Pension Freedom came into effect in April 2015.
• Myth or truth? Understand what did and didn't happen to retirees and soon to be retirees post April 2015.
• What are the basic options available to a soon to be retired person?
• What has the government announced since the changes came into place.

Time: 12.30pm Buffet lunch; 1pm Lecture

Venue: Hotel du Vin, Church St, Birmingham

Lecture are provided free of charge to CII/PFS members. A £15.00 charge is made for non-members attending the lecture payable at the time of booking (Please note: If payment is not made at the time of booking online, kindly advise in the special requirements box your method of payment, e.g. cheque to follow in post).

Proof of membership is required; kindly ensure you bring along your CII/PFS PIN for registration.

If this event becomes fully booked, please email birminghaminstitute@cii.co.uk to be added to our reserves list.

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