PFS Chartered Breakfast - SIPP and SSAS
Summary
This session for PFS Chartered Members with Kerry from @SIPP will take an overview of the SIPP & SSAS market and recent consolidation. It will then provide a closer look at what a bespoke provider will accept with some detail on property assets.
PLEASE NOTE: This session is available to PFS Chartered Members.
If you wish to register for this session please go here: https://www.eventbrite.co.uk/e/chartered-connections-breakfast-tickets-625165335347
Members looking to attend the PFS North Scotland Summer Conference on the same day (free of charge) should register here: https://events.thepfs.org/public/event/north-scotland-summer-conference/view
Learning Objectives
- To understand the current SIPP & SSAS Market and how we got here.
- Understand permitted investments.
- Understand what might be acceptable from a property point of view.
- Key differences between SIPP & SSAS.
Speaker: Kerry Houghton
Kerry has over 35 years experience most of which has been in the self administered pensions market. She has worked for larger national firms and smaller bespoke operations. Kerry is a Chartered Financial Planner by qualification and an active volunteer of her own PFS region.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's 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.