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Financial Skills: Pensions: Pensions Simplification - The New Regime

Course Code: F-PE-PS      Days: 1
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Central London
City
City 02/10/08 £ 540
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Course Overview

As advisers come to terms with the pensions regime that was introduced in April 2006, it is becoming clear that it has created a very different landscape. This course will give a comprehensive explanation of the new regime, and will focus particularly on the planning opportunities and the potential pitfalls that it has created.

Course Outline

  • Brief outline of existing regime
  • Occupational v personal pensions
  • Overview of the new rules
  • Lifetime and annual allowances
  • Transitional protection
  • Benefits pre 75
  • Benefits post 75
  • Recovery charge
  • Defined benefit schemes
  • Self-investment
  • Pension schemes for small companies
  • Tax planning through pensions


How to make a booking for the F-PE-PS course
 
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