WEBINAR: Defined Benefits

Tuesday, 20 April 2021
10:30 am – 11:15 am (UK time)

The Insurance Institute of Inverness, the Highlands and Islands is happy to announce that their next webinar will cover defined benefits.

An increasing number of NHS members retirement plans are being affected by Lifetime Allowance and Annual Allowance issues. There is a lot of confusion and concern amongst employees. Good advice will help manage allowances and reduce exposure to excess tax bills.

Learning objectives:
By attending the webinar delegates will be able to:

  • Identify and increase awareness amongst those likely to be affected
  • Explain their options and help them create a better more considered outcome
  • Take full advantage of the available opportunities.

The webinar will be delivered by Jamie Clark from Old Mutual Wealth.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

3/4 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.