Pensions update seminar with ICAEW

07 Jul 2015

The Tickled Trout, Preston

08:30 - 10:30


Taylor Patterson has teamed up with the ICAEW to deliver this insightful pensions seminar on 7th July at the Tickled Trout, Preston.

Event Details;

Date:

Time: 8:30am – 10:30am

Venue:

To book online please visit http://www.icaew.com/en/events/2015/july/dnwtcor150707-pensions-auto-enrolment-update, and secure your place today. Alternatively email events@icaew.com with your details and the number of seats you would like to reserve.

Topic 1: Reshaping the Pensions World, Kerry Houghton, SIPP & SSAS Business Development Manager

2014 saw a radical change to the world of pensions, and with a new Government, it may be confusing to know which reforms will come into play this year and how professional advisers can ensure clients maximise on any opportunities. This seminar will recap on the changes and what the reality has been since 6th April 2015 including:

  • The new pension world with all its flexibility
  • Changes to death benefits
  • Using pension to minimise tax
Topic 2: Auto Enrolment; The Lessons so far, Nick Howarth, Workplace Pensions Co-ordinator

  • The key challenges facing smaller employers
  • Impact on payroll and payroll integration
  • Registering and reporting to the Pensions Regulator
About the Taylor Patterson speakers;

Kerry Houghton, SIPP & SSAS Business Development Manager

As always at Taylor Patterson the existing clients are at the heart of what we do and so Kerry spends a lot of time in trustee meetings, trying to unravel the pension mysteries for clients.

Nick Howarth, Workplace Pensions Co-ordinator

Nick is responsible for working with corporate clients in relation to their workplace pension and meeting the requirements of auto enrolment. A key focus for Nick has been helping employers plan for the onset and ongoing administration of pension scheme auto enrolment.

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