Advice Alpha delivering better retirement outcomes

Tuesday, 12 May 2020
1:00 pm – 2:00 pm
    • Claire Trott FPFS, Chartered Financial Planner, Head of Pensions Strategy, Technical Connection Ltd
  • Webinar

In this IIL financial planning webinar Claire Trott discussed the topical pensions issues that need to be considered at the start of the tax year. In particular what to consider for those now impacted by the changes to the tapered annual allowance, both positively and negatively.

Pensions and tax relief and planning for high earners can be a complex area, this webinar focussed on the interaction of the annual allowance, the lifetime allowance and tax relief and focussing on different types of clients, from employees to directors and those with more complex income structures.

Only by combining knowledge of all the above and the client’s personal circumstances can the best outcomes be achieved.

In addition, she considered the implications of exceeding the allowances and/or claiming too much tax relief.

By the end of this webinar members would have gained an insight into:

  • How the annual allowance and tax relief works
  • The impact of different income types on pension contributions
  • How to deal with any tax charges that may be payable

This webinar will be hosted on GoToWebinar. Please familiarise yourself with their T&C's and Privacy Statement.

Due to the interactivity of the event, places are limited (100 places) and will be allocated on a first come, first served basis.

Contact:

Please contact Patricia Pedraza with any queries regarding this event.

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.