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EVENTS | 2012 | Intelligent pension planning: Birmingham
Intelligent pension planning Birmingham



Date: 30 October 2012
Event type: Accountancy seminar
Venue: Hotel Du Vin
Time: 9.30 am - 12.30 pm
Cost: Free

In this volatile landscape, preparation for retirement is more important than ever to ensure that clients are ready for the future and that their financial decisions balance both opportunity and risk, minimising any potential pitfalls en route.

Our pensions seminar is designed to provide both practical information, and solutions to complex pension dilemmas, which may occur during planning with clients. The Government will shortly be introducing auto enrolment, which will have a significant impact on businesses. There is a lot of work to be done by employers to meet legislation. A recent survey suggests that 65% of employers will contact their accountants when they receive letters from the Pensions Regulator, and by starting to plan now, companies can mitigate the costs and minimise disruption to their businesses.

Other new areas we will be covering this season include the threat to pensions from bankruptcy, gilt yields and their impact on pension drawdown, and the fiscal cliff in the US.

Workshop summary

1. Pension technical update - providing solutions for loanback, rent and bankruptcy problems and managing pension drawdown effectively.

2. Auto-enrolment - the basics – i.e. qualifying schemes; existing schemes; what employers need to do before, at and beyond their staging date; compliance and governance; next steps.

3. The investment environment - the economic volatility and relevance in asset planning and the need for security and diversification of investments.

4. Inheritance of pension schemes - passing pension and property assets to a spouse and the next generation effectively via traditional, flexible drawdown; scheme pension and alternative routes.

The seminar will finish at around 12.15 pm where there will be a buffet lunch provided and the opportunity to ask the speakers any questions you may have.

For more information, or to secure your place, please contact Rosie Hammond on 0116 240 8700 or email rosie.hammond@mattioli-woods.com. Alternatively, please fill out our online booking form and BOOK NOW!


13 Oct 2015

Inheritance Tax Seminar

Date: Tuesday 13 October 2015
Event type: Seminar
Venue: BDO LLP, Regent House, Clinton Avenue, NG5 1AZ
Time: 8.30 0 10.30 (including breakfast)
Cost: Free

22 Oct 2015

Mattioli Woods’ Annual Charity Dinner – In aid of Breast Cancer Now

Date: Thursday 22 October 2015
Event type: Charity Dinner
Venue: Leicester Cathedral
Time: 6.30pm – 12.00am
Cost: tickets, half tables and full tables available

03 Nov 2015

A 21st Century Approach to Flexibility in Employee Benefit Planning – Aberdeen

Date: Tuesday 3 November 2015
Event type: Benefit Summit and Fair
Venue: The Village Urban Resort
Time: 9:00am – 13:30pm
Cost: Free

03 Nov 2015

Healthcare Seminar – Cambridge

Date: 3 November 2015
Event type: Healthcare
Venue: The Moller Centre, Cambridge, CB3 0DE
Time: 8.30am – 11.30am
Cost: FREE

03 Nov 2015

The End… of pensions as we know them! King’s Lynn

Date: Tuesday 3 November 2015
Event type: Accountants’ Seminar
Venue: Knights Hill Hotel & Spa
Time: 9:00am – 12:30pm
Cost: Free

Book Now