Scottish Equitable is taking pensions to the IFA once again with its biggest ever series of Pension ...
Scottish Equitable is taking pensions to the IFA once again with its biggest ever series of Pension Roadshows being held at 19 venues up and down the country during November and December.
This winter's roadshows - presented by Stewart Ritchie, pensions development director and Margaret Craig, pensions development manager - should provide intermediaries with technical and legislative information and a forum to discuss topical pension issues and opportunities, including:
·Stakeholder and the post-October world
·Compulsory pensions
·Transfer regulations
·Top-ten IFA pension questions
·Pensions sharing on divorce
·Statutory Money Purchase Illustrations
The presentation will also include a roundup of topical issues such as pensions simplification, pension credit, annuities and the age 75 debate and the Myners/minimum funding requirement proposals. The session will conclude with an opportunity to put questions to the speakers.
The 19 venues will have either morning or afternoon sessions (or both, if venues and numbers are large enough) and are currently scheduled as follows:
Mon 5th NovSwansea,Marriott Hotel@14:00
Tues 6th NovCardiff, Village Hotel@09:30
Tues 6th NovExeter, Woodbury Park Hotel@15:00
Wed 7th NovPymouth, Novotel Plymouth Hotel@09:30
Tues 13th NovManchester, Lancashire C.C (Old Trafford)@09:30
Tues 13th NovHaydock Park Racecourse@14:00
Wed 14th Nov(Bickenhill) Birmingham, Arden Hotel@10:00
Thurs 15th NovChester-Le-Street, Durham Cricket Club@ 09:30
Thurs 15th NovCarlisle, Forte Posthouse@14:30
Mon 19th NovWatford, The Jarvis@14:00
Tues 20th NovLondon@Butchers Hall@ 09:30 & 14:00
Wed 21st NovLeeds Castle, Maidstone@09:30
Mon 26th NovBelfast, Europa Hotel@14:00
Tues 27th NovSouthampton, Botleigh Grange Hotel@14:00
Wed 28th NovFerndown (Dorset), Dudsbury Golf Club@09:30
Mon 3rd DecEdinburgh, Royal Scott Hotel@14:00
Wed 5th DecGatwick Airport, The Copthorne@09:30
Wed 5th DecReading, Holiday Inn Reading@15:00
Over 4500 IFAs attended Scottish Equitable pension roadshows last year so an additional four roadshows have been added to the Autumn series in a bid to attract record numbers.
The roadshows are free to IFAs and last approximately two hours and carry accreditation with CPD points for both the PIA and PMI.
For further details of the roadshow dates and venues, contact your local Scottish Equitable branch or freephone 0500 500 170.
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