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SSAS Adviser Webinars | Autumn 2020

During these extraordinary times it can be difficult to stay up to date with the latest in SSAS pensions — but it’s important that you do.

Following the success of our self-invested personal pension events last year, we’re running a series of SSAS webinars. Aimed at financial advisers like yourself, these webinars are an ideal way to get the latest updates and learn about best practices in SSAS pensions.

Don’t miss this opportunity to receive information on the latest SSAS developments.

Topics covered

  • The role of the SSAS trustee and Scheme Administrator
  • Current relevant topics
  • Calculating member fund shares and earmarking investments
  • An in-depth look at property investment
  • How to distribute death benefits in practice
  • How the Lifetime Allowance works in practice
  • FURBS

To find out more and to book your place, please click on the links below.

The role of the SSAS trustee and Scheme Administrator

8 September | 09:00 - 09:45 | Speaker: Ian Ward

There are some difficult and occasionally frightening responsibilities that come with being a trustee or Scheme Administrator. We discuss the work that needs doing to satisfy the rules and regulations, so that the scheme members have peace of mind about their hard-earned pension scheme assets

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Current relevant topics for advisers

15 September | 09:00 - 09:45 | Speaker: James Jones-Tinsley

Further to the Chancellor’s “Plan For Jobs” in July and ahead of the Autumn Statement, James will look at possible changes to pensions in order to help meet the cost of the Covid-19 pandemic. Updates will also be provided on other SSAS-related topics, including Pensions Dashboards and pension transfers, as well as HMRC’s temporary easements to rental payments and loan repayments because of the pandemic.

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Calculating member fund shares and earmarking investments

22 September | 09:00 - 09:45 | Speaker: Rachel Geary

If you want a better understanding of how we calculate a members fund share, why it's important, what can impact it and further considerations with regards to differing investment strategies, this is the session for you. Including examples of simple and complex scheme structures, this session aims to help you better understand what can sometimes appear as quite an abstract topic. Don’t worry, there are no calculators or maths degrees required!

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An in-depth look at property investment

29 September | 09:00 - 09:45 | Speaker: Mark Pipe

This is a detailed look at trustee considerations around property investment. In this webinar Mark will cover a range of areas, including tax advantages, connected party tenancies and risks associated with listed properties. Book your place now to get up a solid understanding of what to be aware of and what to look out for when considering property investment. 

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How to distribute death benefits in practice

6 October | 09:00 - 09:45 | Speaker: Lisa White

Trustees of a SSAS have a lot to think about when settling death benefits, including finding and notifying relevant parties, valuing assets and calculating the late member’s share of the Scheme, deciding who should benefit, agreeing the type of benefits that will be paid and how the benefits will be funded. Lisa will consider how this works in practice, and what's needed to enable benefits to be paid correctly.

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How the Lifetime Allowance works in practice

13 October | 09:00 - 09:45 | Speaker: Mike Feguson

The Lifetime Allowance (LTA) limits the tax-effectiveness of pension wealth. Through successive amendments to the level of the allowance, the rules regarding how pension wealth is taxed have grown more complex. Rather than set out a comprehensive guide to all the variations, this webinar looks at examples of the more common instances where pension wealth exceeds the Lifetime Allowance, including cases where the savers have Enhanced Protection or Fixed Protection.  

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FURBS

20 October | 09:00 - 09:45 | Speaker: Ian Jones

Funded Unapproved Retirement Benefit Schemes (FURBS) remain relevant and can provide a variety of investment opportunities, plus valuable retirement and death benefits. Join Ian for a look back at why FURBS were originally introduced and why they remain a useful vehicle for those people that established and funded a scheme prior to 5 April 2006.

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