In-person Breakfast CPD event: SIPP, SSAS What’s going on?

Financial Management Bureau
Thursday, 12 January 2023
8:30 am – 9:30 am (UK time)
    • Kerry Haughton, SIPP and SSAS Technical Specialist, @SIPP

Learning Objectives:

Understand what is going on in the self administered market

Understanding of permitted Investments.

Focus on Property , just what is residential?

Have an understanding of the subtle differences between SIPP & SSAS.

Speaker:
Kerry Haughton @SIPP

Over 35 years in the industry and as a self confessed “pensions geek” most of my time spent in the pensions field. Started my time before even FPC exams existed so have passed an exam in motor insurance! I am both ACII and Chartered.

Have worked with both larger national firms and also smaller local ones, which mean you do everything. Love the world of self administration as no two days are the same. Work at @ SIPP a company who only provide SIPP & SSAS administration services. I am the education officer for the PFS promoting the My Personal Finance Skills Programme.

In my spare time, I am a Group Scout Leader, like to swim and do lots of walking with my Hungarian Vizsla and I sometimes allow the family to come too. I really can’t cook and won’t cook!

Venue
  • Financial Management Bureau
  • Shenstone House, Helsington
  • Kendal
  • LA8 8AA
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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.