Anticipating the Future; the Changing Face of Retirement in the UK
The Insurance Institute of Inverness, The Highlands and Islands is happy to announce that their next CPD event will focus on the topic of retirement.
Learning Objectives:
Following on from this session delegates will be able to identify:
- Recent and upcoming changes in pension legislation and how these will affect clients.
- How clients will be affected by changes to Pension Input Periods and where interim measures will offer opportunities.
- Upcoming changes to the Pension Lifetime Allowance and Annual Allowances and where clients may need to take action to secure/take advantage of existing allowances.
The event will be delivered by Roddy Munro from Old Mutual Wealth.
Roddy Munro is a Chartered Financial Planner and Associate member of the Chartered Insurance Institute. He spent 24 years at Scottish Widows, where he focused on corporate and individual pensions both from a sales and product development perspective. He is now Lead Pension Specialist at Old Mutual Wealth having joined in January 2015 and focuses in supporting the Adviser market on all UK individual pensions with an overlay to broader holistic financial planning.
To book your place on this event simply contact Kevin Wood at kevin@mackenzieinvestment.co.uk
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
2 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.