Lifetime Allowance recap and Pension Transfer Advice review
Session 1 (9.00am-10.00am approx.)
Lifetime Allowance Recap
Martin Clubbs of Old Mutual Wealth will cover key planning challenges and provide strategies to provide improved outcomes for your clients.
The session will cover:
- A recap of LTA rules and protections
- Dealing with clients, managing the excess over the LTA
- Dealing with any knock-on tax implications of different strategies, in particular IHT
- Case study to bring the practical options to life
Session 2 (10.30am – 11.15am)
PS18/20 Improving the Quality of Pension Transfer Advice
The recent release of the Policy Statement “Improving the Quality of Transfer Advice” has formalised the FCA’s expectations of those involved in Pension Transfer advice.
There will be a short presentation on the key points of PS18/20 and the opportunity for those attending to question FCA Senior Associate Mark Goold
Attendees are invited to review the policy statement and submit any questions here ahead of the event.
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
2 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.