Post-Retirement Planning Advice and DB & DC SSAS Seminars
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
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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/cpd.