Lunchtime Lecture: Pension Planning - Open Discussion
An open discussion seminar to explore the technicalities and nuances of pension planning.
This round table discussion is an opportunity to discuss the challenges and nuances of pension planning in 2019. Areas we have focussed on in previous sessions have been annual allowance, taper, safe withdrawal rates, death benefits and IHT for example - focussing on the mechanics of how these concepts work in real life.
Time: Registration & buffet lunch 12.30pm; Lecture 1pm; Finish 2pm
Venue: Hotel du Vin
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.