Pensions D-Day: using 20/20 hindsight to prepare for a 2020 vision

Evelyn Partners Offices
Thursday, 06 June 2019
12:00 pm – 2:30 pm (UK time)
    • James Jones-Tinsley FPMI APFS, Chartered Financial Planner, Barnett Waddingham LLP

Pensions D-Day: On the 75th anniversary of the Normandy landings, James explores next year’s anticipated D-Day for pensions, where the ‘D’ stands for ‘Default Investment Pathways’; one of the ‘remedies’ proposed by the FCA - as part of their Retirement Outcomes Review – to help those consumers who go into drawdown on a non-advised basis.

James addresses the implications of this for Advisers, by looking back on how the profession dealt with ‘A-Day’ (2006), ‘B-Day’ (2011) and ‘C-Day’ (2015) and how the experience gained through those tumultuous changes can equip Advisers for the possible regulatory battles that may lay ahead.

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

The learning objectives will be to:

- Evaluate key changes in pensions legislation over the last thirteen years, and how they impacted on Advisers, Providers and Consumers; and

- Understand the possible implications for Advisers, Providers and Consumers of the introduction of Default Investment Pathways for defined contribution pension arrangements from July 2020.

The learning outcome will be for the audience to come away with a clear understanding of what next year may hold for pensions, and how past experience of previous key changes in pensions legislation can prepare Advisers for the challenges that may lay ahead.

Please reserve your place at this event 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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