Later Life Academy Pension & Investment Guidance Module
Time and date:
26 February 2015
9.30 AM to 26 February 2015
3.30 PM
Location: Blunsdon House The Ridge Blunsdon SN26 7AS Swindon
Organiser: Later Life Academy
Website: Click here
New World Proposals
- Regulatory responsibilities
- Changes from April 2015 – impact and implications – what now?
- Four stages of retirement
- End of the annuity?
- Blended solutions
- Drawdown the pros and cons
- freedom and choice
- Online guidance
- Removal of 55% death tax
- Deposit Portfolio sourcing
Investment linked alternatives
- Longevity and Mortality Risk
- Investments Risk
This module will provide you with 15 points towards graduating the Academy if you are a member. The Academy points are only gained upon completion of an exit exam.
This course will also go towards structured CPD if you are a member of the Academy or not, and a certificate will be sent to confirm this.
For further details on the Later Life Academy then please email enquiries@laterlifeacademy.co.uk or call 01452 310777 Option 1.
The Later Life Academy reserve the right to cancel and refund any event should there not be enough attendees to run the event.
PLEASE NOTE COFFEE WILL BE SERVED AT 9.30AM FOR A 10.00AM START
