PensionsOct 8 2014

Pension freedoms and your clients

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      CPD
      Approx.30min
      pfs-logo
      cisi-logo
      CPD
      Approx.30min
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      pfs-logo
      cisi-logo
      CPD
      Approx.30min

      On Friday 10 October 2014, FTAdviser is hosting a live webinar on the new pension freedoms coming into force from next April, and what they mean for your clients.

      They’ve been referred to as the biggest changes to pension tax rules for a generation, some say ever. George Osborne has torn up the rule book on restricted pensions access, sparking debates over irresponsible withdrawals, at-retirement guidance and the withering of annuities.

      Advisers have just months to get to grips with new interim rules and the wave of freedoms coming in six months. A Fad (flexi-access drawdown), an unpronounceable lump-sum option, newly-liberated annuities - or, of course, taking the whole lot and doing something, in the words of Monty Python, “completely different” - which is best for your clients?

      This live webinar will give a full overview of the new rules and each product option. Once the webinar is completed, simply answer the six contextual questions below to bank the 30 minute-long event as a piece of structured CPD.

      If you didn’t watch the event live, it will be available as an on demand presentation on Monday 10 October.

      CPD
      Approx.30min
      Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.
      1. In addition to having uncrystallised rights within a DC arrangement, what must a member over the age of 75 have to access the UFPLS?
      2. From 6 April 2015, capped drawdown clients will need to move to flexi-access drawdown arrangements.
      3. What could happen to members with pension plans including tax-free cash rights of more than 25 per cent if they transfer without a ‘buddy’ to take advantage of the new freedoms?
      4. Clients already in flexible drawdown converting to the FAD will see their annual allowance:
      5. Under new proposals, when will a beneficiary of a member who has died pay no tax on withdrawals?
      6. What will the new death charge rules change about the tax applied to value protected annuity benefits where death occurs after the age of 75?
      7. To bank your CPD you must sign in or Register.