Scottish Equitable is offering advisers an A-Day education package combining roadshow presentations from 27th October and computer-based training.
The education package is designed to give advisers the opportunity to improve their A-Day knowledge and learn which action they need to take ahead of April 2006.
Scottish Equitable says the roadshows will give up to the minute information on the final regulations emerging from the Inland Revenue and the Pensions Regulator. Advisers will also be given an insight into the latest political discussions on the role of pensions in the UK’s long-term future.
The roadshows are free to financial advisers and start in Glasgow on 27th October. They will take place in 21 venues across the UK before finishing up in Cardiff on 7th December.
The roadshows will be presented by Stewart Ritchie, pensions development director, and Rachel Vahey, pensions development manager.
Advisers unable to attend the roadshows will still be able to improve their A-Day knowledge with two computer-based training courses available on CD-Rom, says Scottish Equitable.
The courses cover the Finance and Pensions Acts 2004 and give an insight into the key changes which will open up opportunities for advisers and their clients.
Ritchie says: “A-Day is the biggest thing to hit our pensions industry in the last thirty years and time for getting to grips with the changes is running out. Advisers shouldn’t be complacent. The latest regulations emerging from the Revenue are not always what we expected and will affect action to be taken between now and April.”
Copies of the CD-Roms are available through the Scottish Equitable branch network.
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 Emily Perryman on 020 7968 4554 or email [email protected].IFAonline
'Fewer than 1% of firms PROD-compliant' - Rory Percival
'Left holding the can'
'VCTs and EIS compared' panel
Letter to Women and Equalities Committee
Decumulation panel debate