Can we SIPP it or is it a little SSASSY

Online
Wednesday, 25 October 2023
12:30 pm – 1:30 pm (UK time)
    • Kerry Houghton, Business Development Manager, @SIPP

About The Session

SIPP and SSAS Pensions are ideal vehicles for the right client with the right assets. Kerry Houghton from @SIPP will provide an overview of the current SIPP/SSAS market and all the consolidation and also explore what types of property the bespoke providers will accept into their contracts

Kerry has over 35 years experience, most of which has been in the self administered market. Kerry has worked for larger national firms and smaller bespoke operations. Chartered Financial Planner by qualification and an active volunteer of her own PFS region.

Learning Objectives

To understand the current SIPP & SSAS Market and how we got here.

Understand permitted investments!

Understand what might be acceptable from a property point of view.

Key differences between SIPP & SSAS

Venue
  • Online

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CII Accredited

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

1 hour's 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.