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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Freedom: Pensions you can have it all

Date: 20 May 2015 08:00 for 08:30

Type: Legal and Regulatory, Social and Networking

Organiser: NorSCA

This seminar is designed to provide you with an update regarding the Freedom and Choice in Pensions legislation introduced as a concept by George Osborne in the 2014 Budget. Whilst this is an update, the content is equally suitable for individuals who missed the original presentation at the end of 2014.

During this seminar, we will explore the headlines but also delve into the details regarding tax free cash, the Minimum Income Requirement, the impact on the annuity marketplace, the enhanced flexibility this new legislation will bring, the changes to the annual allowance & early retirement age and the new death benefit regime which comes into force on 6th April 2015.

With every new piece of pension or tax legislation, there are new practices to be established, this seminar will also look at the impact of RTI and PAYE on individuals looking to access their pension fund as a lump sum as a result of HMRC Pension Schemes Services December 2014 Newsletter – Number 66

Hot breakfast rolls and porridge pots will be available from 08:00; briefing will start 08:30

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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.