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EVENTS | 2012 | Intelligent pension planning: Manchester autumn



The retirement rollercoaster Date: May 2012
Event type: Accountancy seminar
Venue: TBC
Time: TBC
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.

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.

We are currently planning our Spring season, where the roadshow will take the Mattioli Woods team to a variety of UK locations including London, Leicester and Manchester. 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!


17 Sep 2014

Graduate open day: your career journey in wealth management

Date: 17 September 2014
Venue: Mattioli Woods, Leicester
Time: 9:00am – 5:00pm
Cost: Free – limited spaces available!

24 Sep 2014

Employee Benefits Live 2014

Date: 24 – 25 September 2014
Event type: Exhibition for compensation, benefits and HR professionals
Venue: Olympia, London
Cost: Free complimentary tickets available

02 Oct 2014

The Third Annual Money Debate

Date: 2 October 2014
Event type: Forum and networking for business leaders and executives
Venue: British Gas, Grove Park, Leicester
Time: 6:00pm – 9:00pm
Cost: £39.95 non-members, free to MLE members

07 Oct 2014

Retirement Game Plan: Colchester

Date: 7 October 2014
Event type: Seminar for accountants
Venue: Stoke by Nayland Hotel, Colchester
Time: 9:00am – 12:30pm
Cost: Free

23 Oct 2014

Retirement Game Plan: Cambridge

Date: 23 October 2014
Event type: Seminar for accountants
Venue: Menzies Hotel, Cambridge
Time: 9:00am – 12:30pm
Cost: Free

Book Now