Keynote: July – Pension Accumulation (London)

Primary Learning Outcomes

• Understand how the HMRC tax regime applies to pensions
• Understand the relevant aspects of pensions law in relation to planning
• Understand the aims and objectives of retirement planning
• Understand the political and social factors relating to pension planning
• Understand the part state pension plays in retirement planning

Agenda

09:15 Breakfast Briefing

10:00 Registration and coffee

10:15 Regulatory update

10:30 Benjamin Button Syndrome: Why the young don’t save and what you should do about it

11:15 Break

11:30 Accumulation: Building for retirement

12:15 Panel Q&A

12:45 Lunch

13:30 The transfer window: Pension switching and transfers explained

14:15 Break

14:30 Britain 2050: Fact or Futurology for the Britpop generation

15:15 Close