San Francisco, California
London, United Kingdom
Topic: 2015 Freedom and Beyond
Speaker: Mike Morrison – A J Bell
Timing: Registration 12.00
CPD session 12.30 -1.30
Networking lunch 1.30
Venue: Tilney BestInvest, Royal Liver Building, Pier Head, Liverpool L3 1NY
The new Pensions Freedoms legislation went live on 6 April 15 – so what is the impact? This session will look at the new retirement regime, recapping on some of the pros and cons of the new options. Mike will also spend time looking at the new death benefit rules and some of the exciting planning opportunities that arise.
This event will appeal to pension professionals, financial planners, paraplanners, and anyone with an interest in pensions.
To understand the new options in the retirement market and some of the planning opportunities that arise from them
To consider some of the other issues in the pensions industry that could be on the horizon in the next couple of years
By the end of the session, delegates should be in a position to achieve a clearer understanding of new retirement regime and what the future looks like for pensions.
About the Speaker
Mike Morrison is a well-known industry character who has worked in financial services for many years.
In 1990, Mike joined Winterthur as Technical Manager and was instrumental in the development of their SIPP product and, later, their pioneering work in income drawdown.
After 22 years with Winterthur (now Axa Wealth), Mike joined AJ Bell where he is Head of Platform Technical with AJ Bell.
In his current role, Mike works with advisers to help them understand the complexities of the UK retirement and platform markets. Mike also appears in the Press on financial services and is a regular speaker on such issues.
Mike is ex-Chairman of AMPS (the Association of Member Directed Pension Schemes) and is on the Financial Planning Committee of the ICAEW. He is an Associate of the Pensions Management Institute and the Chartered Insurance Institute and has an LLB and an LLM in European Law.
When & Where
Financial Liverpool is a society for professionals working in the financial services sector in Liverpool, including financial advisers, discretionary fund managers, pension providers, private client lawyers etc.
We host ten meetings per year, usually the last Friday of the month.
The current format is a talk for about an hour followed by a lunch where you can network with fellow members. The events start at noon and are hosted by Tilney BestInvest in the Royal Liver Building.
The events are free for members, and membership is free if you are a member of CII/PFS (otherwise a charge of £50 applies for your firm's annual membership).
Click here for more information on how to join.
Financial Liverpool used to be called Merseyside Life & Pensions.