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Later Life Academy - Pensions and Investment Guidance Module

Time and date: 05 March 2015 9.00 AM to 05 March 2015 3.00 PM
Location: London, Ashfords Solicitors - EC4A 1AN
Organiser: Later Life Academy
Website: Click here

Pensions & Guidance

 

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.

 There is no parking at this venue which Ashford's are kindly allowing us to use, but there is a NCP car park called Saffron Hill NCP, Saffron Hill, London, EC1N 8XA, due to this the price of the module has been reduced to take into account the cost of parking as well.

 

The Later Life Academy reserve the right to cancel and refund any event should there not be enough attendees to run the event.