CPD Event - Pensions Special 

CPDValidPath's next CPD Event is being held on Wednesday 4th March at the East Midlands Conference Centre, Nottingham.  This is an all-day event, but the option is available for Members to come up the night before, enjoy dinner together and benefit from a refreshed, unrushed start after their overnight stay.

Attendance on the 4th is free of charge to all ValidPath Members.  Those wishing to attend dinner on the 3rd and stay overnight will benefit from a subsidised rate of £100 per person.

Unlike our Pensions Surgery (4th February, London), which was designed to help Members develop their accountancy connections, this Event has been put together to equip you as far as possible to leverage the opportunities presented by the Pensions Reforms.

The day will therefore consist of:
  • technical updates
  • compliance guidance
  • practical solutions and processes
  • product awareness
The following summary should provide you with an idea of the scope of content:
  • A J Bell - Overview of the pensions reforms; consideration of implications.
  • Axa Wealth - Individual Trust-based SIPPs.
  • DeFaqto - leveraging Engage to deliver pensions advice cost-effectively
  • DeFaqto - planned developments aimed at supporting in-retirement advice
  • Taylor Patterson - SIPPs, SSAS and commercial property in the new regime 
For each individual wishing to attend, please complete the following webform, and click SEND.  Bookings will only be accepted using this form.
 
Name:
Address:
 
 
Town:
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Postcode:
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Dinner and B&B on the 3rd March, please!
 
 
 


 
Kevin Moss, 27/01/2015