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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Pensions Seminar

Date: 12 November 2014 08:00 for 08:30 -10:00

Type: Course, Legal and Regulatory

Organiser: ICAEW

This seminar is designed to provide you with practical insight in the Freedom and Choice in Pensions legislation introduced as a concept by George Osborne in the 2014 Budget. 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 and the impact on the annual allowance and early retirement age.

Whilst the detail of any changes to pension death benefits will not be known at the time of the seminar, we will discuss the current basis and consider what changes the Treasury may suggest in the Autumn Statement, scheduled for 3rd December 2014.

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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.