Lunchtime Webinar - Is a Pension good for your Business?

Tuesday, 14 May 2024
12:30 pm – 1:30 pm (UK time)
    • Darren Amos, Independent Financial Designer, Anstee & Co

Event Overview

In this Seminar Darren Amos will discuss the options available to fund retirement through your business, including actual Pension schemes, Buy to Let property and other forms of investment.

Darren will look at why it is essential to have a properly planned retirement strategy as a central part of your overall financial planning.

You will learn the tax issues that apply to putting some of your funds aside for later and how your own provisions need to be varied to suit your own plans in your later life.

Learning Objectives

  1. You will understand the benefits of choosing the right Retirement provision as you build up your assets before retirement
  2. You will understand the different tax benefits that apply to the various options that you should be considering as part of your Retirement planning
  3. You will understand the flexibility of choice that each option will provide to you when you decide to retire.

Speaker Biog

Darren works for a locally based IFA firm Anstee & Co. as an Independent Financial designer. He has a great deal of experience in both personal and corporate finance advice, and has Later Life accreditation with the Personal Finance Society. In recent years he has focused on the Later life arena, including Pensions and Later life lending. After many years in the financial services industry he is now keen to pass on the knowledge and experience he has gained, to both his colleagues in the industry and to the wider public.

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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.