Financial Liverpool CPD Event - Fri 28 October 2016
Pensions update post "Brexit"
James Jones-Tinsley of Barnett Waddingham
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
Pensions update post-‘Brexit’: Following June’s unanticipated ‘Brexit’ vote and subsequent game of political ‘musical chairs’, (largely unpredictable only six months ago), James considers the extent to which the pensions landscape has (or hasn’t) been affected in this new ‘post-Osborne’ world.
The target audience will be financial planners, paraplanners, investment professionals, accountants and legal professionals.
The learning objectives will be to:
- Understand recent and ongoing developments in legislation that affect pensions and other tax-advantaged accumulation products; and
- Understand the advisory implications of these developments, as the UK population adapts to life outside the European Union.
The learning outcome will be for the audience to come away with a clear understanding of recent and future changes to pensions, against a backdrop of governmental and constitutional change.
About the speaker:
James Jones-Tinsley is the Self-Invested Pensions Technical Specialist at Barnett Waddingham LLP and assists colleagues in both the SSAS and SIPP Practice Areas on a wide range of technical matters relating to the operation and governance of Barnett Waddingham’s self-invested pension arrangements. James also presents to clients, advisers and other professionals on topical pension matters, liaising with the media regarding changes to pension legislation and its likely impact on consumers. Prior to joining Barnett Waddingham last year, James held regulated pension technical roles with two Yorkshire-based firms of Independent Financial Advisers.
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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.