Tax Year End Pensions

Ipswich Town Hall Council Chamber
Thursday, 20 February 2020
12:30 pm – 2:00 pm

Join Brewin Dolphin and Claire Trott from Technical Connection for a session on tax year end pensions.

Held at the Ipswich Town Hall, please note that the session will run from approximately 1pm to 2pm, with lunch available at 12.30pm.

Learning Objectives:

  • How to approach those impacted by tapered annual allowance
  • Tips on getting the most accurate figures
  • When to max fund and when to hold back contributions
  • What to do if you over fund

Brewin Dolphin are one of the UK's leading wealth managers.

Technical Connection's extensive experience on all aspects of the financial planning process equips them to deliver insightful and profit generating support for financial advisers and financial institutions.

Claire Trott has worked in the pensions arena for the whole of her career which has ranged from a financial adviser dealing with pension transfers to helping advisers deal with the complexities of SIPPs and SSAS in a post simplification environment. Her role with Technical Connection continues to build on her ability to communicate clearly with various audiences using a wide array of media.

In addition to giving presentations to advisers and answering queries on complex pension issues, she writes regular blogs and articles and comments in the press on topical pension issues.

Venue
  • Ipswich Town Hall Council Chamber
  • Cornhill
  • Ipswich
  • IP1 1DH
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CII Accredited

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.