Home | About Us | Services | Careers | News | Literature | Glossary | BWebstream | Contact Us Events Trustee Training Courses 2014 Pensions & Investment Issues for High Earners - Thursday 20 March 2014 Home > About Us > Events Events Barnett Waddingham holds a wide variety of events which take place at various locations across the UK. Our events cover a full range of topics aimed at keeping all our contacts up to date with the latest news, legislation and trends in our industry. Pensions & Investment Issues for High Earners Seminar From 6 April 2014 the annual allowance (the maximum amount of tax relievable pension savings an individual can make in a single year) will be reduced from £50,000 to £40,000 and the lifetime allowance (the maximum amount of tax relievable pension savings an individual can make over their whole lifetime) will be reduced from £1.5million to £1.25million. Our seminar will look at how these changes will affect you and your senior staff and will discuss what scope there will be to mitigate it, what the implications are for future investment planning and what the benefits and drawbacks of other tax wrappers are. Thoughts of a Truly Independent Investment Consultant Seminar Leeds-based Investment Partner, David Clare, will be giving his thoughts on a number of key investment topics and will share some of our research and experience in these areas. The seminars will include a range of current investment issues, including: fiduciary management and the role of independent investment consultants; other approaches to solving investment governance issues; alternative asset class solutions; and our market outlook for 2014. Trustee Training 2014 Our Trustee Training courses are aimed at both new trustees and those seeking a reminder of the basics of trusteeship. All trustees are legally required to have a minimum standard of knowledge and understanding. With the pensions' world constantly changing, good training is essential. Barnett Waddingham’s one day courses are designed to give delegates a thorough grounding in pensions matters and the confidence to complete The Pensions Regulator’s Trustee Toolkit. The 2014 dates will be: London – Thursday 5 June Leeds – Thursday 18 September Bromsgrove – Wednesday 26 November Registration fees are £400 (ex VAT) per person for each course or a reduced fee of £350 (ex VAT) per person will apply for block booking for two or more delegates. Further information on the courses will be available in the coming year, until then for any enquiries regarding Trustee Training please contact us. Investment Conferences 2014 Our annual Investment Conferences took place on 15 January in Birmingham and 22 January in London. The conferences deliberated the future of the major investment markets and experts from JP Morgan, Investec, BlackRock, Threadneedle and Capital Group explained the opportunities that may arise from the considerable changes in the World economies. We would like to thank all those that attended who made the Conference a great success. We have set up a download area where you can access the presentations and video highlights from the event. If you have any queries, or would further information on our other up and coming events, please contact our Events Team. Annual Pension Conference 2013 Barnett Waddingham’s Annual Pension Conference took place on Thursday 7 November 2013 at The Lancaster Hotel in London. We were delighted that The Rt Hon Lord Lamont of Lerwick, former Chancellor of the Exchequer, was our keynote speaker. We would like to thank all those that attended who made the Conference a great success. In support of this event, we have set up a download area when you may download all of the slides presented at the event, as well as accessing video highlights. If you have any queries, or would further information on our other up and coming events, please contact our Events Team. Home | About Us | Services | Careers | News | Literature | Glossary | BWebstream | Contact Us | Legal Notice | Privacy Policy | ISO | Site Map © Barnett Waddingham 2014