Financial Liverpool CPD Event - Fri 24 February 2017
2017 promises to be another interesting year for pensions
Mike Morrison of AJ Bell
Coffee and networking 12:00 – 12:30
CPD talk 12:30 – 13:30
Buffet Lunch and networking: 13:30 – 14:30
Tilney Bestinvest offices, Liver Building, Pier Head, Liverpool L3 1NY
PLEASE USE THE RIVERSIDE ENTRANCE
In this informative presentation, Mike will give an update on current issues in the world of pensions and what 2017 might hold.
Will there be changes to tax relief or the State Pension Age? What are some of the key planning issues for 2017 and some of the difficult issues?
The target audience will be financial planners, paraplanners, investment professionals, accountants and legal professionals.
The learning objectives are:
* To see pensions in the current political context and look at some of the potential changes ahead
* To consider some of the key planning issues for 2017
* To be aware of some of the current opportunities and threat to pension planning and saving
The learning outcome is to gain a good understanding of the current issues in the world of pensions and what changes might lie ahead.
About the speaker:
Mike Morrison has worked in financial services for far too many years. In 1990 he joined Winterthur (now AXAWealth) as Technical Manager, playing an instrumental role in the development of their SIPP product and later their pioneering work on income drawdown. He joined AJ Bell in 2012 where he is Head of Platform Technical.
Mike is an ex-Chairman of AMPS (the Association of Member Directed Pension Schemes) and is on the Financial Planning Committee of the ICAEW. He is also an Associate of the Pensions Management Institute and the Chartered Insurance Institute, and he holds both an LLB and an LLM in European Law.
An accomplished speaker and writer on financial services matters, Mike is passionate about retirement and savings issues, and how we can better communicate these to a wider audience.
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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.