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Transferring pensions in an increasingly complex world

29 November 2021

Online
Transferring pensions in an increasingly complex world

CPD Certified

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

In this IIL financial services webinar, Claire Trott explores some of the current issues and concerns with regards to transferring pensions from one scheme to another, paying particular attention to any detriments that may not be immediately apparent.

Description

Pension transfers are a complex area requiring significant analysis in some cases. Care needs to be taken to avoid unintended consequences that ever-changing legislation has brought with it.

In 2028, we will see a change in legislation that will increase the normal minimum pension age to 57, from 55. This isn’t the case for all pensions, and some will retain the earlier age, transfers and the timing of them will impact on this. The speaker highlights and discusses what this means and what can be done to protect the age of 55 if possible.

Transferring pensions in an increasingly complex world

Learning objectives

  • Understand the issues surrounding DB transfers
  • Understand the implications on transfers with increasing pension ages
  • Understand the lifetime allowance and tax-free cash issues on transfer

Speaker

  • Claire Trott FPFS, Divisional Director – Retirement & Holistic Planning, St James’s Place

Details

Date:
29 November 2021
Time:
1:00pm - 2:00pm GMT
Category:
, ,

Venue

This is an online event

Organiser

The Insurance Institute of London (IIL)
Phone:
+44 20 7600 1343
Email:
Iil.london@cii.co.uk
Website:
https://www.iilondon.co.uk/home/

Other

CPD text
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
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