PFS Webinar - Pension and Divorce
The Insurance Institute of Exeter welcome Neil MacGillivray from James Hay Partnership for this interesting topic on tax planning.
The link to the event will be sent to attendees by Theresa Atal the day before the webinar.
By attending this event, delegates will be able to:
Become familiar with the terminology used in connection with martial breakdown
Become aware of the methods of dealing with pensions on divorce
Gain insight into the different methods in terms of their availability, advantages and disadvantages
Understand the interaction between each method and retirement planning
Given certain circumstances, be able to form an opinion on the suitability of each method
John has over 25 years’ experience working within the financial services industry.
During this time he has accumulated a substantial level of pension expertise, gained through the varied roles he has undertaken.
Drawing on his knowledge in his current role, John interprets and provides guidance on legislation affecting pensions for the benefit of James Hay Partnership and its many supporting advisers.
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.