Pension Freedoms - Two Years On

Pension Freedoms – two years on

By

Vince Smith-Hughes - Director of Business Development at Prudential

Date

Tuesday 9th May 2017

12.15 for 12.30 start ( Please note that this event is 1 hour duration)

Venue

Sir Humphries Cripps Pavilion,

Old Northamptonians

Billing Road, Northampton NN1 5RX

Event Overview

During this session Vince will provide an overview of customers behaviours since the introduction of pension freedoms, and what the implications of this for customers.

He’ll also look at some of the dangers around pension planning, particularly focusing on the tapered annual allowance and the money purchase annual allowance. This will also include planning methods which can be used by many clients to avoid these dangers.

Finally, Vince will look at strategies for income drawdown planning, from both an income and death benefit perspective.

Learning Outcomes

To be able to demonstrate an understanding of

• Customer behaviour since pension freedoms, and the implications

• The pitfalls of pension planning and how to avoid them

• Tailoring income drawdown strategies to meet customer’s needs

About the speaker

Vince Smith-Hughes is Director of Business Development and Technical at Prudential.

He has worked in the financial services profession for over 32 years, and has previous experience as an IFA as well as holding senior pension roles at Clerical Medical and Winterthur Life.

Vince is an experienced platform presenter at industry events and a regular contributor to trade and national publications on all matters relating to retirement issues. He is a Fellow of the Personal Finance Society.

Vince lives in East Anglia with his partner and son, aged 18.

To book

Email chris.buesnel@crawco.co.uk

or call Chris on DD: 07802 591305

Buffet available from 12.15. Voluntary contibution for buffet goes to our supported charities

Members and Non members welcome

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