Money Out: how to access pension pots efficiently at retirement

Belgrave Rooms, Nottingham
Tuesday, 28 April 2020
12:30 pm – 2:00 pm
    • John Corbyn FPFS, Pension Specialist, Old Mutual Wealth

Session Content

This valuable session will cover the options people have when looking to access their pension provision. This includes Lifetime Allowance planning and how the use of small pots can be of great benefit.

It will also look at efficient income tax planning, combining tax free cash and income and what to be aware of. As well as the use of existing protection regimes and how the MPAA effects clients.

Case Studies will be used to show how advice is crucial for investors as retirement approaches

Learning Objectives

Following this session, delegates will have a better understanding of:

  • Lifetime Allowance planning
  • Use of small pots
  • Efficient income tax planning, combining tax free cash and income
  • Watch out! DB/DC priority, existing protection regimes, MPAA

Venue

Belgrave Rooms, 25 Goldsmith Street, Nottingham NG1 5LB https://www.belgraverooms.co.uk/index.php/location

There are a limited number of free car parking spaces available at the venue. Access to the car park is via Chaucer Street and is on your right under a brick arch after the QPark entrance. Please buzz for the barrier to be lifted stating that you are attending a Nottingham Insurance Institute event.

Time

12:30 – 14:00 pm A light buffet and refreshments will be served at 12.30 with the session starting at 1 pm.

Terms & Conditions

As your local Institute Council, we put a lot of time and effort into arranging a full and varied calendar of CPD events throughout the year to help you, and other members of the Nottingham Institute, to keep up to date and to fulfil your CPD obligations. We also spend money on venues and providing catering. It is disappointing, therefore, when members fail to attend without notice as it potentially deprives another member the opportunity of attending.

In addition, many of the speakers at our CPD events provide their valuable time and expertise on an entirely voluntary basis. Many travel to come and speak to you, our members. We want to avoid situations where members fail to turn up and our speakers finding themselves speaking to empty seats.

If you book on to any event and you find you are unable to attend, we would ask that you kindly let us know in advance so that we can ensure other members do not miss out.

Special Requirements

If you have any special requirements, be these of a dietary, disability or religious nature, please respond to your booking confirmation email with the details.

Venue
  • Belgrave Rooms
  • 25 Goldsmith Street
  • Nottingham
  • NG1 5LB
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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.