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Taylor Patterson teams up with ICAEW to deliver local pensions update on 7th July

Taylor Patterson has teamed up with the ICAEW to deliver this insightful pensions seminar on 7th July at the Tickled Trout, Preston. The seminar will focus not only on the new world of pension flexibility, but it will also delve into how auto enrolment will hit SME’s hard this year. With so much technical reform hitting the pensions industry in 2015, this seminar is a must for those professionals looking to keep abreast of the changes, ensuring their clients are well informed at all times.

Event Details;

Date:    7th July 2015

Time:    8:30am – 10:30am

Venue: The Tickled Trout, Preston New Road, Samlesbury, Preston, PR5 OUJ.

Please click here to book online, and secure your place today. Alternatively email events@icaew.com with your details and the number of seats you would like to reserve.

Topic 1: Reshaping the Pensions World, Kerry Houghton, SIPP & SSAS Business Development Manager

2014 saw a radical change to the world of pensions, and with a new Government, it may be confusing to know which reforms will come into play this year and how professional advisers can ensure clients maximise on any opportunities. This seminar will recap on the changes and what the reality has been since 6th April 2015 including:

  • The new pension world with all its flexibility
  • Changes to death benefits
  • Using pension to minimise tax

Topic 2: Auto Enrolment; The Lessons so far, Nick Howarth, Workplace Pensions Co-ordinator

With the tsunami of SME’s needing to fulfill their auto enrolment obligations in 2015, this part of the seminar will focus on the practical lessons that have been learnt so far. The following helpful hints and tips can help you and your clients ease the burden and potential pitfalls of workplace pension obligations:

  • The key challenges facing smaller employers
  • Impact on payroll and payroll integration
  • Registering and reporting to the Pensions Regulator

About the Taylor Patterson speakers;

Kerry Houghton,  SIPP & SSAS Business Development Manager

Kerry is responsible for the development of the SIPP and SSAS department, with the development of new products and promotion of existing ones.

As always at Taylor Patterson the existing clients are at the heart of what we do and so Kerry spends a lot of time in trustee meetings, trying to unravel the pension mysteries for clients.

Kerry attained her ACII in 1992, continuing with her studies which resulted in her being on the first roll of those to be awarded the Chartered Financial Planner status. Although Kerry holds this prestigious qualification, her role is purely technical versus advisory now.

Nick Howarth, Workplace Pensions Co-ordinator

Nick joined Taylor Patterson in January 2011, having graduated from Lancaster University and currently works in the specialist Employee Benefits Team.

Nick is responsible for working with corporate clients in relation to their workplace pension and meeting the requirements of auto enrolment.

A key focus for Nick has been helping employers plan for the onset and ongoing administration of pension scheme auto enrolment.

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