PFS CPD Webinar- Drawdown Masterclass and Pension Hot Topics
Aim:
Drawdown Masterclass and Pension Hot Topics
Learning Objectives for both sessions:
Understand the rules around pensions income and PCLS recycling, and demonstrate the taxation of pensions death benefits and tax-efficient income withdrawals in retirement.
Understand the specific investment & advice considerations for clients approaching, and at, retirement.
Outline the key elements of a Centralised Retirement Proposition and why/how it may differ to a Centralised Investment Proposition
Explain the current drivers for pension tax relief reform
Understand the latest pension freedoms statistics and customer behaviours
Discuss pension death benefits in the news
Bio:
Gareth Davies is a Specialist Pensions Development Manager for Scottish Widows, dealing with technical and legislative aspects of both corporate and individual pensions. Gareth has over 25 years' experience in the life and pensions industry working for major product providers, and over 10 years' experience as a pensions specialist. Gareth regularly speaks at industry and trade events and he is a Chartered Financial Planner, a Fellow of the Personal Finance Society, and holds the Investment Management Certificate.
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.