0844 967 2567
enquiries@plannedfuture.co.uk

Pension & Tax Workshops

Pension and lifetime allowance course

The seminar will provide you with an introduction to the Lifetime and Annual Allowance rules and how they will affect your pension planning.

Topics

Recent reductions in both the Annual Allowance and Lifetime Allowance means that certain individuals will face very adverse taxation consequences unless they plan carefully taking into account the new rules. Our lifetime allowance course explains the rules and their consequences and outlines the main planning options which are available. This will typically affect higher paid members of staff although any member of staff whose pension benefits could approach or exceed the new Lifetime and Annual limits could attend.

two stools facing two windows with two stacks of text books

lifetime allowance course speakers

Every seminar or course is different, that why depending on which you attend or have arranged will decide on who presents. We have a range of different financial speakers specialising in different pension schemes as well as various facilitators each with their own expertise.

When discussing Lifetime & Annual allowances you want to be sure that your speaker is as well qualified and experienced as possible. That’s why we use people like Martin to help support and guide you. 

Below is an example of who you might meet. 

Martin Smith, Charted financial adviser in circle portrait

Martin

Chartered Financial Adviser

Having started in Financial Service in 1998, Martin has worked in a wide variety of customer facing roles, covering advice on investments, pensions, mortgages and protection.  Martin is now now a Chartered financial adviser and regularly supports our seminars in the South East of England. 

Kate Pierce, Charted financial adviser in circle portrait

Kate

Chartered Financial Adviser

Kate believes it is important to simplify jargon and complex financial matters for clients to help them make wise decisions. Kate is Advanced Diploma qualified and has achieved Chartered status. Not content to stop at Chartered status, Kate has progressed even further and is now a Fellow of the Personal Finance Society.

Seminar Time

This seminar lasts for approximately 1 ½ hours and includes time for questions. We also offer a full day Mid-Career financial education seminar for larger organisations

Learning outcomes

  • Understand different types of pension
  • Calculating the value of pension benefits
  • Learning about the current and historical limits
  • Identifying the tax consequences of exceeding the limits
  • Understanding the various planning options
  • Starting the process of planning

Locations

We run a variety of lifetime & annual allowance seminars across the country for small and large organisations, as well as this we work with a wide rang of organisations to help support them and their staff through this process, some of which you can see below. 

Would like to learn more?

Planned Future are able to hold a range of Mid-Career financial planning workshops for organisations throughout the United Kingdom. To learn more and have a free agenda prepared, simply complete the form on the right. 

Chester

0844 967 2567

London

020 7692 0567