Pension Planning for tomorrow's world seminar.

St Mary's Stadium, Southampton FC
Tuesday, 06 August 2024
9:30 am – 12:00 pm (UK time)
    • Colin Simmons FPFS, Pensions Specialist, M & G

The PFS Hants & Dorset and Sussex Regional committees are running three events with M&G Wealth on pension planning, that focuses on the challenges and opportunities that lie ahead and the impacts on advice.

We are deliberately keeping this face-to-face session small in numbers to allow for a more interactive session and we’d be delighted if you could join us.

You’ll hear from M&G Wealth Pension Specialists, Colin Simmons who’ll focus on:

· the fundamental change in how pension testing limits will impact clients who are already taking some of their pension benefits and help you answer two of their most common questions; ‘will I get more cash?’ and ‘’what do I need to do?’

· the importance of Transitional Tax-Free Amount Certificates, what they do, how to calculate the numbers and how to get one whilst identifying those client profiles where this will be of most relevance.

· two other significant areas of regulation that may impact your advice process – an update on the Thematic Review and the next stage of Consumer Duty as we approach the 31st July milestone.

The session qualifies for up to two hours of Structured CPD, accredited by CII:

Join us to explore further. There a 3 locations to choose from:

06th August - St Marys Stadium, Southampton Football Club

07th August - AFCB Vitality Stadium, Bournemouth

28th August - AMEX Stadium, Brighton

Registration at 09:30am with tea/coffee, pastries/bacon rolls.

Session to run from 10am-12pm.

This is a FREE event to PFS members in the Hants & Dorset and Sussex Regions. Spaces are limited, so book early to avoid disappointment!

Register now for the 06th August in Southampton

https://www.eventbrite.co.uk/e/951365789687?aff=oddtdtcreator

Register now for the 07th August in Bournemouth

https://www.eventbrite.co.uk/e/951367514847?aff=oddtdtcreator

Register now for the 28th August in Brighton

https://www.eventbrite.co.uk/e/951368818747?aff=oddtdtcreator

Venue
  • St Mary's Stadium
  • Britannia Road
  • Southampton
  • SO14 5FP
View map

CII Accredited

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

2 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.