[PFS] Breakfast Seminar - Pension Update (FCA Policy statement on Pension Transfers/LTA planning)

The session will focus on key current themes impacting advice in the pension arena.

If the FCA have issued their policy statement in response to CP17/16 Advising on Pension Transfers (expected early 2018) then this will form the core topic, looking at the practical aspects affecting the advice process.

In the absence of the policy statement being published then the session will cover Lifetime Allowance planning with a practical walk through of how to manage this and get the best outcome for your clients.

Learning objectives:

• To understand the practical implications of the FCA policy statement in response to CP17/16 (if available)
• To explore practical options to deal with the Lifetime Allowance tax problems faced by clients

Our speaker:

Martin Clubbs

Martin is a Pension Specialist with over 20 years market experience. He has worked closely with advisers in both the corporate and individual pensions market supporting them through the ever changing pensions landscape. Currently he is involved heavily in the DB to DC market helping advisers with the opportunities and challenges this area of work creates. Outside of work Martin enjoys cycling, golf and coaching his sons junior football team.

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