GPG – the pensions reform: opportunity or disaster?
Date: 8 July 2015 08:00 - 09:45
Type: ICAEW Governance and Research
Organiser: NorSCA
Although the government has promised that all individuals will have access to guidance to help them with their retirement options, there is widespread concern that this will fail to ‘empower consumers to make informed decisions’ on their pensions. ICAEW Chartered Accountants can help bridge the gap between pension guidance and advice.
ICAEW Chartered Accountants are well positioned to provide holistic financial planning to their clients. Working with specialist financial advisers who have detailed technical and product knowledge of the pensions market, they can offer clients an excellent integrated service.
Most of ICAEW’s 12,000 member firms limit their exposure to financial services by providing clients with details of a specialist financial adviser regulated by the FCA and avoiding any comment on the advice given.
What is not generally appreciated, however, is that ICAEW is a designated professional body (DPB). With a DPB licence, ICAEW members can provide complementary advice on financial services matters to their clients.
Pensions reforms are an opportunity for chartered accountants – read Alan’s full article on the ICAEW website.
PwC offices will open at 08:00hrs. Breakfast refreshments will be available on arrival.
Venue
PwC Newcastle
Speaker
Alan Hind, ICAEW
Organisation: ICAEW
Position: Senior Manager, Quality Assurance
Alan is a Chartered Accountant and member of the PFS who has spent over 20 years working in regulation with ICAEW. He has experience of visiting both large and small practices throughout the UK, providing support and guidance in both regulated and unregulated areas, with particular expertise in the financial services sector.
For the last five years Alan has been a Senior Manager within the Quality Assurance Department (QAD) of Professional Standards, responsible for one of the teams who carry out monitoring visits to practising firms. He is also a pension fund trustee and member of the CII audit committee.
Previously Alan has worked in both the oil industry and the investment fund management sector.
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