We're hosting pensions workshops in April

by Abbie Knight | 29/03/2019 | Events

We are pleased to announce our upcoming pensions workshops, which we are co-hosting with the team at Tilney. Read on for the full details and contact Nicky Snow if you would like to reserve a place


How can a DB SSAS work for you?

We will highlight how you can quickly catch-up on lost years of pension funding using the defined benefit funding principles and show how a DB SSAS can also be used to enable intergenerational passing of assets and estate planning strategies which will optimise fund value and IHT efficiency.


Planning to avoid problems with SSASs

An interactive case study looking at the most common causes of SSAS disputes, the problems arising when a dispute occurs and how value can be added by taking simple steps at inception of the SSAS and putting in place mechanisms to reduce the risk of these issues arising and to allow resolution of disputes.


When and where?


LIVERPOOL

Date. Tuesday, 9 April 2019

Time. 8am until 10am

Venue. Royal Liver Building, Pier Head, Liverpool L3 1NY


Date. Tuesday, 9 April 2019

Time. 12pm until 2pm

Venue. Royal Liver Building, Pier Head, Liverpool L3 1NY


MANCHESTER

Date. Wednesday, 10 April 2019

Time. 8am until 10am

Venue. Freeths LLP, 5 New York Street, Manchester M1 4JB


Date. Wednesday, 10 April 2019

Time. 12pm until 2pm

Venue. Freeths LLP, 5 New York Street, Manchester M1 4JB


Introducing the speakers:

James Cannon, Rowanmoor

James joined Rowanmoor in 2018, having spent over 16 years in the industry with other SIPP and SSAS providers Talbot and Muir, Xafinity and AJ Bell. James specialises in providing dedicated support, technical expertise and a deep knowledge of self-directed pensions to Financial Advisers, Trustees and professional partners. James is focused on developing strong relationships within network of professionals who value high service standards and robust, prudent retirement provision.

Nicky Snow, Rowanmoor

Nicky has over 30 years’ experience in the Financial Services industry. She joined the company in October 2016 from one of the UK’s principal life offices, where she held the role of corporate account manager. Nicky has extensive experience in pension and employee benefits consultancy and is responsible for developing new and existing relationships with financial advisers and intermediaries.

Nigel Bolton, Freeths LLP

Nigel has over 20 years’ experience in the pensions industry. Nigel has prepared trust documents used by SSAS providers, spent many years working with Financial Advisers and Trustees on structuring SSAS investments both at inception and as part of structured exits from businesses. He has also been involved in successfully assisting in resolving SSAS disputes both in the Courts and with the Pensions Ombudsman.

Kim Jones, Freeths LLP

Kim has extensive experience of assisting and advising both members and Independent Trustees in relation to SSAS disputes in terms of inter-family member disputes, professional negligence claims and breach of trust issues. Kim also provides advice in relation to SSAS/SIPP conversions.


To RSVP, please contact Nicky Snow via email to Nicky.Snow@rowanmoor.co.uk indicating the workshop you would like to attend. 




Please login or register to leave a comment.