Spring 2014 SIPP & SSAS seminars announced

Published by Andrew Roberts on

We have announced the dates of our twentieth annual series of spring seminars.  Free and CPD-accredited, these technical seminars will update advisers on the current SIPP and SSAS issues affecting their clients.

The seminars, which have been running annually since 1994, will focus on the new protection regimes, the use of drawdown and the main technical questions asked by advisers. We will also examine when financial advisers should consider a SSAS rather than a SIPP for their clients.

"Aimed at professionals who advise on pensions and retirement."

Aimed at professionals who advise on pensions and retirement, use drawdown for their clients or have clients invested in a SIPP or SSAS, the seminars will also provide an opportunity for delegates to hear from selected discretionary fund managers and solicitors regarding investment and legal issues.

Andrew Roberts, head of SSAS, says: “With the impending reductions to the Annual and Lifetime Allowances, many advisers are asking for help with working out which clients may be affected and how best to respond.

“These seminars will provide an opportunity for advisers to hear from a range of pensions experts, helping them to support their clients. Advisers will also be able to keep abreast of important industry themes such as the FCA’s SIPP thematic review and capital adequacy proposals, which will affect the due diligence that the FCA expect advisers to conduct on providers.”