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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Freedom: Pensions – you can have it all…how it works in practice

Date: 24 November 2015 08:00 for 08:30

Type: Course, Social and Networking

Organiser: ICAEW

This seminar is designed build on the knowledge you have regarding the Taxation of Pensions Act 2014 introduced as a concept by George Osborne in the 2014 Budget.

Whilst this is a continuation of the previous seminars on this topic, the content is equally suitable for individuals who missed the original presentations.

During this seminar, we will look at the implications of the changes and how the new rules can be put in practice. The session will be case study based and look at options for early retirement, late retirement capital extraction and income planning.

We are hoping to make this session as interactive as possible, therefore if you have any particular issues that you would like to explore, please feel free to pass them to Jonathan ([email protected]) before the event.

Hot breakfast rolls and porridge pots will be available from 0800 in the café bar; briefing will start 08:30 in the digital lounge on the first floor.

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Tyneside Cinema Cafe

10 - 12 Pilgrim Street
Newcastle upon Tyne

Tel No: 0191 227 5522


Jonanthan Bray

Jonathan Bray has over 19 years of experience within Financial Services and specialises in corporate and individual pensions and tax planning as well as a full range of financial planning knowledge. As Head of Corporate Services, his role is to support businesses in meeting their automatic enrolment and workplace pension obligations together with providing a complete package of employee benefits such as Death in Service Schemes and Income Replacement insurances. Jonathan holds the Diploma in Financial Planning (QCF Level 4) and is working towards his Chartered Financial Planning Certificate.

Jonathan has built up an impressive knowledge of pensions over the years and would be more than happy to regale you of some of his anecdotes if you have more than a couple of hours to spare…

How to book

The easiest way to book is online by clicking the button to Book Online at icaew.com – you will be able to log into your account at icaew.com and pay with your debit or credit card.

You can also telephone the ICAEW central events booking team on 01908 248159 and pay over the phone.

Alternatively you can download a booking form or book by email.