Pension Reform - Freedom and Choice

Learning Gateway Building, University of Cumbria
Wednesday, 04 March 2015
5:45 pm – 6:45 pm

A buffet will be served from 5.15pm, with the meeting commencing at 5.45pm

Who should attend? This event will be of interest to those directly involved in financial services and anyone concerned with the effects of recent and forthcoming reforms on their own pension arrangements.

Learning Objectives
By the end of this session, attendees will be able to discuss:
-recent changes to pensions
-what the changes mean to your clients
-how pensions could development moving forward

Speaker Biography
Nick Gardner is an Associate of Chartered Insurance Institute, an Associate of Personal Finance Society, a Chartered Financial Planner, and a Pensioneer Trustee. Nick founded InvestAcc Ltd, an IFA firm, in 1992, started a Small Self-Administered Schemes facility in 1997, and the Minerva Self-Invested Personal Pension scheme in 2003. This business is now known as InvestAcc Pension Administration Ltd. The company recently won an award from Pensions Moneyfacts in the Best SSAS Provider category and were finalists in the Best SIPP category.

Booking
For catering purposes please confirm your attendance to mark.taylor@bluefingroup.co.uk as soon as possible.

Venue
  • Learning Gateway Building, University of Cumbria
  • Fusehill Street
  • Carlisle
  • CA1 2hh
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CII Accredited

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

1 1/2 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.