PFS CPD Event - Pension Planning Opportunities
Gareth will be covering all pension planning opportunities for clients in accumulation and those in decumulation.
Learning objectives for the session is as follows:
- Understand the specific advice considerations for clients approaching, and at, retirement.
- Understand the fundamental pension related reliefs and allowances
- Demonstrate the benefits of these and how and when they work
- The Kennford Room
- The Exeter Court Hotel
- EX6 7UX
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.