Why financial advice is important to all employees

Why financial advice is important to all employees

This teach-in is kindly sponsored by:

SPEAKER

David Allard – CEO of Financial Lifestyle Management.

WHO IS IT FOR?

Scheme trustees, HR executives and Business Directors and Compensation/Benefits Executives.

A brief synopsis of what the session will cover

This teach-in will provide essential information for Scheme Trustees, HR Executives, Business Directors and Compensation/Benefits Executives in order that they may help their scheme members and employees understand a number of financial issues including:

  • Annual allowance issues
  • Fully used carry forward allowances
  • Lifetime allowance issues
  • Annual allowance tax charges
  • Scheme pays advice
  • Membership (deferred or active) in DB schemes
  • Share schemes, SAYE, and LTIP’s
  • Tax issues
  • Redundancy
  • Approaching retirement
  • Those needing advice on property purchases
  • Debts
  • Savings & Investments

  Attendees are likely to take away the following benefits

  • A better understanding of the financial issues affecting employees today
  • An insight into innovative new benefits
  • An understanding of how to offer great financial advice with limited or zero cost
  • An understanding of the upsides and downsides of offering financial advice to employees
  • What a good source of such advice looks like

WHEN AND WHERE IS THIS TEACH-IN?

09:00-10:00 on Thursday 25 October 2018 at the PLSA's new offices in London - 24 Chiswell Street, Moorgate, London, EC1Y 4TY

Registration from 08:45

FEES

 Non-members-£100 + VAT (per meeting) 

- FREE TO MEMBERS -

- EARN CPD CREDITS -

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For more information please contact Anna Dixon on tel: 020 7601 1765 | anna.dixon@plsa.co.uk