Pensions Reform

The Mitchell Library
Thursday, 30 April 2015
1:00 pm – 5:00 pm (UK time)

This seminar addressed changes implemented by the Pensions Reform

It was a comprehensive and independent workshop compiled from 100’s of hours of research narrated and delivered by John Reynolds one of the UK’s leading Pension experts,

Learning objectives:

Delegates attending this event will be able to identify:

  • Pension Reform and new MPAA rules
  • Pension Reform and new FAD rules
  • Pension Reform and new UFPLS
  • Impact of Pension Reform on Death Benefits and IHT implications
  • Calculations for LTA liability
  • Understand all of the BCE event scenarios, including the new BCE 5c and 5d
  • Pension Income and tax liability.

Case study questions (along with model answers) tested delegates knowledge and understanding.

Venue
  • The Mitchell Library
  • North Street
  • Glasgow
  • G3 7DN
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

4 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.