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Financial Liverpool 2025 AGM
Thursday 23 January 2025, 11:45 am - 1:30 pm
Barnett Waddingham Offices
James Jones-Tinsley, Barnett Waddingham
Misc
Join us for Financial Liverpool's 2025 AGM and our first CPD session of the year, "Tackling post-Budget pension blues"
Barnett Waddingham's James Jones-Tinsley returns to discuss the recent updates to pensions and IHT planning since the budget was announced in October, covering:
⚖️ Technical Consultation on IHT & Pensions
💰The clash between the FCA and the FCA regarding having the PCLS refunded into a pension.
📖 The Advice Guidance Boundary Review
The order of events:
11.45 – 12.15 arrival
12.15 AGM
12.30 Talk
1.30 buffet lunch & networking
Venue
Barnett Waddingham Offices
1st Floor Liver Building, Pier Head
Liverpool
L3 1HU
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 1 hour 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/learning/cpd/.
Next
Wed 29 Jan 2025, 2:00 pm - 3:00 pm
Zoom Webinar
Alan Chandler
CPD