Pensions Update: “Authorisation? Registration? De-Registration? Complication!”

Evelyn Partners Offices
Thursday, 07 June 2018
12:00 pm – 2:30 pm (UK time)
    • James Jones-Tinsley FPMI APFS, Chartered Financial Planner, Self-Invested Pensions Technical Specialist,, Barnett Waddingham LLP

Pensions update: Despite an unexpectedly-quiet Autumn Budget for pensions, Practitioners were kept busy, grappling with a seemingly-endless stream of consultations, regulations and legislation; sometimes with unintended consequences for SSAS and SIPP Members, and their Advisers. Meanwhile, scrutiny of the self-invested pension marketplace appears to be increasing; particularly where investments are concerned.

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 UK 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 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, and liaises 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.

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