Pension Freedoms Event
An event focussing on the Freedom and Choice in Pensions and the effect this will have on the retirement market.
Learning objectives
By attending this seminar members will be able to identify:
- The latest guidance from the regulator on the delivery of advice and information to retiring customers
- Developing product options and support from pensions, annuity and platform providers
- Practical tips from a financial advice firm specialising in the area of pensions and retirement planning
The presentation will chaired by Karen Lauder, Business Development Manager, Partnership Assurance.
Speakers:
- Maggie Craig, Acting Head of Department, The Financial Conduct Authority
- Fiona Tait, Business Development Manager Royal London Intermediary
- Martin Lines, Head of Business Development, Partnership Assurance
- Mark Polson, Founder of The Lang Cat and former Professional Adviser Personality of the Year (2013)
- David Trenner, Technical Director, Intelligent Pensions Ltd
Each speaker will deliver a short presentation covering the development of the market from the perspective of their own business; this will be followed by a panel discussion during which members will have the opportunity to put questions to any or all of the speakers.
Download the seminar presentation below.
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.