Lunchtime Lecture: Final salary dilemma? What circumstances should members consider transferring out of their final salary pension?

Speaker biography:

Peter started his career in Financial Services in 1997. He joined Jobson James Financial Services in August 2007, which became part of the Charles Stanley Group plc in May 2011.Peter acheived Chartered Financial Planner status in 2014 and hopes in the near future to become a Fellow of the Personal Financial Society.

This talk on Defined Benefit Pension Transfers will cover the following:

• The current economic environment and its impact on pension planning
• Pensions Access & Freedoms and how these may affect your retirement planning
• What is a Cash Equivalent Transfer Value, and how is it calculated?
• What is the Pension Protection Fund, and how does it affect your benefits?
• Is a defined Benefit transfer potentially relevant to you and what are the main factors to consider

Time: 12.30pm Buffet lunch; 1pm Lecture; 2pm Finish

Lectures 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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