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Wealth Planning and Retirement Advice CPD event
Thursday 11 September 2025, 8:30 am - 12:00 pm
Royal Victoria, Crowne Plaza, Sheffield
Les Cameron, Technical Support Specialist, M&G PrudentialRichard Parkin, Head of Retirement, BNY MellonDavid Lane, Technical support, LGT Wealth ManagementThomas Wainman, Partner, Irwin Mitchell Solicitors
CPD
Agenda
In-person session covering key themes of Pensions and IHT planning, retirement income advice strategies and succession planning.
Presentations provided by the following speakers:
- Les Cameron (Prudential)
- Richard Parkin (BNY Mellon)
- David Lane (LGT Wealth Management)
- Thomas Wainman (Irwin Mitchell Solicitors)
Seminar agenda
08:30am - Registration, tea and coffee
09:00am - Les Cameron - IHT and Pension changes
10:00am - Richard Parkin - Retirement Income Advice strategies
10.45am - Break
11.00am - David Lane - Succession and Family wealth planning
11.45am - Thomas Wainman - Practicalities of FICs
12.00am - Event close
Venue
Victoria Station Road
Sheffield
S4 7YE
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 2 1/4 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/learning/cpd/.
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Jennifer Yeates
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Sitwell Golf Course
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