Planning for your retirement – Understanding pensions
NEXT GEN MEMBER FINANCIAL AWARENESS CPD PROGRAMME Sept/Oct 2022 CPD Session 4
THIS IS A NEXT GEN EVENT for our members under the age of 35
In this session we will look at the specific benefits and tax advantages of pensions, how payments to these can affect and potentially improve your income. We will also try and give you an idea of what you should be aiming for when you do eventually decide to stop working
LEARNING OUTCOMES
- Understand the specific benefits and tax advantages of pensions
- Understand the limitations of pensions, including funding limits
- Understand some of the various earning thresholds which could make a payment into a pension more tax advantageous
SPEAKER BIO
John-Paul is a Financial Planner with over 24 years’ experience and has worked for Abbey National, Barclays and Prudential. He is currently a Chartered Financial Planner with PS Aspire, part of the Punter Southall group of companies, dealing with private clients. John-Paul is a Fellow of the Personal Finance Society and the current Educational Outreach Ambassador for the Thames Valley region.
Venue
- Webinar
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
3/4 hours' 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.