Aug
5
12:00pm
Online Assembly: State pensions with FundsNetwork
By Paraplanners' Assembly
What's it all about?
Here at the Paraplanners Assembly, we’ve never addressed State Pensions but it’s an important part of many peoples’ plans. So, let’s fix that. Paul Squirrell, National Pensions Development Manager, from FundsNetwork is joining us to discuss this topic.
We'll cover...
State pension age
- How this has changed and further proposals to amend
Comparison of old State Pension and new State Pension
- What will your client get?
- What are the differences?
How the State Pension is Accrued
- Foundation amounts
- Qualifying National Insurance credits and pitfalls to avoid
- Working and retiring abroad
State Pension death benefits
- Differences between old and new state pension
Guiding your client through a State Pension forecast
- Assessing what your client may get
- Eligibility and cost of topping up state pension
- Considerations before topping up state pension
State Pension deferral
- Comparison of old State Pension v new State Pension rules
- Who can defer?
- Considerations for deferring and alternative options
This is a live Q&A, so if there is something that you want to ask on the above or anything else, pop it in the question section after you've registered or ask on the day.
Meet the panel
📷
- Paul Squirrell – Paul is the National Pension Sales Manager at FundsNetwork. Paul joined FundsNetwork in December 2007 from Scottish Widows where he was a Sales Manager working mainly in the employee benefits sector. Previous to this, he worked as an Independent Financial Adviser in the Suffolk area. Paul has over 30 years’ experience working in UK Financial Services and is qualified to QCF level 6.
- Richard Allum – Founder of The Paraplanners (and manages to run a few paraplanner events, or something like that).
Our panel will join us on Wednesday 5th August, at 1.00pm for this hour-long online chat.
Want to ask them a question on the topic already? Go on, once you've registered, pop your question under the Q&A section - don't wait for the event, or email us here, or ask in real-time on the day.
Join us by pressing the 'save my spot' button.
When is it?
This online gathering is on Wednesday 5th August, 1.00-2.00pm. Can't make it? Then watch the replay, available just after the event finishes.
Just click the 'save my spot' button.
See you there!
---
Continue the chat
If you enjoyed that event, then head over Big Tent and say hello. There's a whole bunch of paraplanners hanging out there.
Never miss an event by...
Signing up for the Post or by following us on Twitter for news on any upcoming ones.
For a full list of past events, just click here.
---
Got a question? Try these answers on for size
How does this Online thing work?
Save your spot by clicking the button on the top right. It's free, the only thing you have to do is register an account.
On the day of the event just sign back in here. But, we'll also send a reminder email ten minutes before it starts.
On the tech side of things. Viewing the events on browsers such as Chrome or Firefox work best. Headphones are a good idea if you share an office, plus the ability to type so that you can ask questions via the chat feature.
What if I can't make it to the event?
Just sign-in and view a recording of the session whenever it suits you.
Can I ask questions?
Yes! As many as you can throw at our panel. Plus, if you can't make the event, book a spot and add a question beforehand, the panel will then answer it during the event.
Can I suggest a topic or be on the panel?
Absolutely, the more the merrier. Drop us an email.
Are there more Online events?
You bet your bottom dollar there are, and on lots of useful topics for paraplanners. Watch past and/or register for any upcoming events here.
There isn't an upcoming event listed, when will the next one be?
Sorry about that. We're just confirming the topics and putting together an A-Team panel for it. We do aim for every last Wednesday of the month, at lunchtime (1-2pm for most normal folk), so you can join in while eating your sandwich.
Sometimes we'll throw a curve ball and change the date. That's because we want to bring you AMAZING panel members, and they just can't make Wednesdays. It's as simple as that.
Actually, my question was on something else
Ooh, we like new questions. Just pop it in an email and send it on its merry way to here.
One last question, what do you do with my details when I sign up?
Crikey, another good question! We’ll use your details to keep you posted on our happenings. From time to time, this will include activities that our supporters are participating in that we think you’ll find interesting. We share information at an aggregate level with our supporters every now and then.
Please see our Privacy Policy here for details of how we will process your personal information.
hosted by
Paraplanners' Assembly
share