Pensions Update - Rule Changes and
Opportunities / Pension Planning In a Recession
One of the hopes of the Government with the implementation of the A-day rule changes to pensions in 2006 was to simplify pensions and encourage individuals to save for retirement. However, this ‘simplification’ was not all as it seemed, and indeed the ever-evolving nature of pension legislation is once again creating further layers of complication and opportunity. Some of the planned changes certainly represent good news for individuals holding benefits within small self-administered schemes (SSAS) and self-invested personal pensions (SIPP), notably through such issues as amendments to rules regarding protected-rights.
Our seminar aims to further explain new developments within the pensions arena, the opportunities these present for the above types of pension arrangement and at the same time also give a guide as to general areas currently under review that we think may well lead to further changes over the short to medium-term. Accordingly, the seminar will aim to cover the following areas in detail:
- Protected Rights - Transferability and SSAS/SIPP differences
- Alternatively Secured Pension (ASP) v scheme pension
- Enhanced Protection - Six months until the deadline and consequences if missed
- Contribution Planning Strategies - In specie property deals
- Dynamic Asset Allocation - Managing drawdown in difficult markets
- The joy of SSAS - What the SSAS still has to offer to limited companies
In addition to this, with equity markets currently showing signs of volatility unheard of in recent years, coupled with growing concerns regarding a global recession we feel it is essential to comment on the current market climate.
Accordingly, we will also examine the current economic climate, and with the potential for prolonged economic weakness within the global economy, the seminar will also highlight some of the strategies we have employed and specifically designed to control volatility within investments, which is of vital importance for particularly those close to or already in retirement/drawdown.
Indeed, the extreme conditions we are now all facing make the issue of control of ones pension fund more important than ever before.
The seminar will cover the above topics from a very technical nature, although, as with all our previous seminars, we will look to also investigate these areas with existing client scenarios in order to show how the changes can be applied in practise. As a result, whilst the seminar will certainly be aimed at a professional level, as with previous seminars, we would be more than happy for you to bring along clients that you feel would specifically benefit from the seminar.
For further event information and to register for this event please download and complete the registration form.
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Once completed please post, email or fax back to Ashana Lindo
Address:
MW House
1 Penman Way
Grove Park
Enderby
Leicester
LE19 1SY
Fax: 0116 2408701
Email: ashana.lindo@mattioli-woods.com