27th October 2020

Curtis Banks: SIPP Opportunities webinars

Flexibility in pensions isn’t just about clients being able to take as much income as they want – it’s about being able to build a retirement plan which truly works for each individual and can change along with their circumstances. In our SIPP Opportunities webinar series we explored some of the ways SIPPs can help provide this flexibility. The series includes the following sessions:

SIPP Opportunities: provides an overview of the key planning areas where SIPPs tend to offer more flexibility than most types of pensions

Tapered annual allowance and carry forward: explores both sets of rules (including this year’s changes to tapering) and how they interact with each other

Death benefits and expressions of wishes: explains when beneficiaries’ drawdown is available and the importance of expressions of wishes under the current rules

Intergenerational planning: looks at considerations and opportunities when planning to pass pension wealth between different generations through death benefits

Commercial property: gives an introduction to using commercial property as a pension investment.

You can access all of these webinars here on our CPD On Demand hub

Investments, Investment Commentary