Financial Liverpool CPD Event – Friday 27th October 2017

Evelyn Partners Offices
Friday, 27 October 2017
12:00 pm – 2:30 pm (UK time)
    • James Jones-Tinsley FPMI APFS, Self-Invested Pensions Technical Specialist,, Barnett Waddingham LLP

Pensions update following that Election

Pensions update following that Election: Further to June’s snap General Election and the resulting hung parliament, James considers the extent to which the pension landscape has been impacted, in what is already a busy legislative year, including two Budgets and three Finance Bills; oh, and something called ‘Brexit’.

The target audience will be financial planners, paraplanners, investment professionals, accountants and legal professionals.

The learning objectives will be to:

- Understand recent and ongoing developments in both UK politics and legislation that affect self-invested pensions and other tax-advantaged accumulation products; and

- Understand the advisory implications of these developments, as the UK population moves towards life outside the European Union.

The learning outcome will be for the audience to come away with a clear understanding of recent and future changes to pensions, against a backdrop of governmental and constitutional change.


Please reserve your place at this event early by registering here.


About the speaker:

James Jones-Tinsley is the Self-Invested Pensions Technical Specialist at Barnett Waddingham LLP and assists colleagues in both the SSAS and SIPP Practice Areas on a wide range of technical matters relating to the operation and governance of Barnett Waddingham’s self-invested pension arrangements.

James also presents to clients, advisers and other professionals on topical pension matters, liaising with the media regarding changes to pension legislation and its likely impact on consumers. Prior to joining Barnett Waddingham in 2015, James held regulated pension technical roles with two West Yorkshire-based firms of Independent Financial Advisers.

Venue
  • Evelyn Partners Offices
  • Liver Building, Pier Head
  • Liverpool
  • L3 1NY
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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.