Lunchtime Lecture: An Introduction to Pensions
Learning Objectives:
- Key financial planning principles
- Making good pension choices
- Overview of the world of investments
- Tax hints and tax efficiency
- Accessing advice/do it yourself and pros and cons of each
Speaker Biography:
Stefanie Goodwin, Financial Planner at Close Brothers Asset Management.
Stef has over 10 years’ experience in managing client finances, she enjoys providing comprehensive financial planning advice to clients which range from young professionals to those enjoying their retirement. Stef joined Close Brothers in 2018 after a successful career with HSBC spanning 16 years. The areas of advice she explores include, life stage event planning, investment solutions, retirement planning and tax efficient planning.
Time: Registration & buffet lunch 12.30pm; Lecture 1pm; Finish 2pm
Venue: Hotel du Vin
Cost: Free to CII/PFS members; £15 to Non members
Access is available through Pub du Vin entrance in Edmund St for people with mobility needs.
If this event becomes fully booked, please email birminghaminstitute@cii.co.uk to be added to our reserves list.
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.