2024 Budget and its impact on pensions
2024 Budget and its impact on pensions
Webinar by PMI
This year’s Budget was trailed by a range of rumours about possible changes to the tax regime for registered pension schemes. Join PMI’s Director of Policy Tim Middleton and a panel of experts to summarise exactly what changes have been announced and the consequences they will have for the UK’s pension system.
This webinar provides an excellent opportunity to discuss what changes have been announced within hours of Rachel Reeves having delivered her Budget.
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Fees
free for members and non-members -
4
speakers -
1 hour
of CPD -
Online
BrightTALK
Event Details
THE BASICS
- 2024 Budget
- Impact on Pensions
- Pension Scheme Managers
- Trustees
- Administrators
- Policy advisers
- Consultants
- Lawyers
- Corporate IFAs
- Investment managers
- Actuaries
- Communication professionals
With an illustrious career spanning senior leadership roles in global asset management, international consulting, and insurance-based pension providers, Andy is considered an authority in the field of DC pensions and retirement savings.
In his most recent permanent role as Global Head of DC for Aviva Investors, he steered the £45bn DC franchise within the asset management arm of this market leading insurer, driving remarkable growth of nearly £10bn in just three years. Andy also played a pivotal role in shaping the future of Aviva Investor’s UK DC and post-retirement investment strategy.
As an active governor of the PPI (Pensions Policy Institute), Andy served as a founding sponsor to the influential UK Pensions Framework Project. This initiative enjoys robust support within governmental circles, with discussions underway to integrate the resulting PPI framework into a possible forthcoming pension commission.
In addition to his strong tenure in senior roles within asset management at JPMAM as well as Aviva Investors, he successfully led the market-leading pension provider business at Zurich, prior to its disposal under M&A to Lloyds Banking Group (Scottish Widows). His career path has also included significant periods in consulting, with notable stints at KPMG, Deloitte, and Mercer.
James assists colleagues in both the SSAS and SIPP Practice Areas on a wide range of technical matters relating to the operation and governance of Barnett Waddingham’s self-invested pension arrangements.
James also presents to clients, advisers and other professionals on topical pension matters, liaising with the media regarding changes to pension legislation and its likely impact on consumers.
During his career in pensions, James has developed expertise in interpreting, and then applying, complex technical issues to real life client scenarios. James is part of the firm’s technical resource group for self-invested pensions.
James’ extensive pensions experience, clear advice, and friendly approach helped him to become a trusted consultant to a wide range of UK-based individuals and commercial organisations; particularly those within the SME sector.
Rebecca has recently joined Pinsent Masons’ pensions team as a Senior Practice Development Lawyer, focussing on the knowledge and training needs of both lawyers and clients. She has more than 15 years' experience advising the trustees and sponsoring employers of occupational pension schemes on a wide range of legal issues, with particular expertise in pensions tax, discrimination and pension sharing on divorce.
Rebecca is a member of the Association of Pensions Lawyers and the SPP Legislation Committee.”
Tim Middleton has worked in the pensions industry since 1987. His roles have covered consultancy with Bacon & Woodrow (now Aon), Mercer and Barnett Waddingham. He is currently Director of Policy and External Affairs for the Pensions Management Institute (PMI), where he works extensively on the Policy and Public Affairs Committee and provides input into PMI’s education and events programmes. He also writes frequently for the pensions press. He is a Fellow of the PMI and holds the CII’s Diploma in Financial Planning. He is a past chairman of the PMI’s London Group.
