Synopsis: Overview of the similarities and differences between the 2 products. Looking at when one may be better for a client than the other. Delves into some case studies with a particular angle on ideas for accountancy connections. Looking also at the SSAS takeover market.
Learning objectives:
- To understand the differences and similarities between the two products.
- To have the confidence to have conversations with your clients on the subjects.
- Gain some key points to discuss with accountancy connections.
- Understand the SSAS takeover process.
Speaker BIO:
Kerry Houghton has over 35 years experience most of which has been in the self administered market. Kerry worked for larger national firms and smaller bespoke operations. Chartered Financial Planner by qualification and an active volunteer of her own PFS region.
