Previous event
Post-Retirement Planning & Advice and DB & DC SSAS Seminars
Thursday 10 April 2025, 9:00 am - 11:30 am
Royal Victoria, Crowne Plaza, Sheffield
Martin Lines, Developer and Events Director, JustJames Cannon, Business Development Consultant, WBR GroupJames Flintoft, Head of Investment Solutions, AJ Bell
CPD
Agenda
Post-Retirement Planning Advice and DB & DC SSAS Seminars
Presentations by the following speakers:
- Martin Lines (Just)
- James Flintoft (AJ Bell)
- James Cannon (WBR)
Seminar agenda
09:00am - Registration, tea and coffee
09:30am - Martin Lines - Guaranteed income and FCA's Retirement Income Advice Review
10:15am - James Flintoft - AJ Bell - the case for and against natural income in retirement.
10.45am - Break
11.00am - James Cannon - DB & DC SSAS overview and planning options
11.45am - 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. 1 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/learning/cpd/.
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Alan Tickner FCII, FIRM, Technical Insurance Trainer
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Kerris Earle
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