Butterfield Private Bank is to hold a series of adviser seminars on Self Invested Personal Pensions across the country in May.
Starting on the 9 May the presentations aim to help advisers understand the final details of the legislative changes and identify the benefits for their clients in addition to new business opportunities.
The bank says the seminars will also provide the opportunity to explore the latest ideas and techniques for promoting SIPPs and will include a regulations update taking in the latest government, Financial Services Authority (FSA) and legal rulings and their likely impact.
Butterfield will be co-presenting the seminars with representatives from The Independent Trustees, and will also look at the investment choices available post A-Day, how SIPPs are affected by Inheritance Tax (IHT) in addition to providing a series of real life case studies.
Antonia Blake, head of marketing at Butterfield Private Bank, says: “We are delighted to be once again working with leading independent trustees who are uniquely placed to equip professional advisers across the country wit the latest information to help them fully understand the final details of the pension legislative changes.”
The seminars will be taking place at the following locations:
|9 May||London – Butterfield Private Bank,||DA Phillips & Company|
|10 May||Birmingham – Old Library||CGL Pensions Ltd|
|11 May||Guildford – Denbies Wine Estate||Hornbuckle Mitchell|
|16 May||Bristol – Hotel du Vin||Premier Pension Services|
|17 May||Cheltenham – Sudeley Castle||Hartley – SAS Ltd|
If you have any comments you would like to add to this story or would like to speak to its author about a similar subject, telephone Nyree Stewart on 020 7968 4558 or email [email protected]IFAonline
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