Dear All Advisers and prospective advisers
I have attached the agenda for our next quarterly Adviser Meeting to be held on Wednesday 27th January 2016.
NEW VENUE
The meeting is to be held at Hadlow Manor Hotel, Maidstone Road, Hadlow. Kent. TN11 0JH
Julian wrote the following earlier this month:-
Most employers have to provide their employees with an Auto-Enrolment Pensions (or equivalent) from their allotted Staging date, during this coming year.
You do not need to be an authorised investment / pensions adviser to advise the employer on and arrange the above. Hence, this could provide you with a new large and ongoing income, in addition to your normal business. There are important advice restrictions that you will need to know about.
We have arranged for The Pensions Regulator to make a training presentation at our January Quarterly Training Meeting and a second follow on training presentation at our April meeting. If you are authorised through our network and you wish to advise on and arrange in this area, you will need to attend both of these training sessions (or equivalent) and record them in your CPD Log and then request our authorisation.
In short this means that the Pension Regulator presentation should be of interest to both IFA , Mortgage and Protection advisers so please book sufficient time into your diaries if you plan to attend this presentation.
If you have any questions please contact
Julian Harris AFPC, MAQ, CF9
Chief Executive Officer
Julian.Harris@julianharris.net
07703 569850
Peter Welsh
Business Development Executive
Peter@julianharris.net
07789 446798
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