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IFA Newcastle Branch Meeting
June 5 @ 7:00 pm - 9:00 pm
IAB members are welcome to attend IFA branch meetings. Further details can be found below:
IFA Regulatory Update
Tim Pinkney will provide members with an overview of their responsibilities in relation to IFA Practice Regulations including Anti Money Laundering Compliance, CPD, PI requirements, Client Money Regulations and alternate cover.
About the speaker
Tim has a wealth of experience in a regulatory environment having worked over 17 years with another professional accountancy body where he was responsible overseeing disciplinary functions and AML supervision.
As Head of Practice Standards at the IFA Tim is responsible for regulatory issues relating to members in public practice as well as oversight of the practice monitoring process.
Prior to working for a professional accountancy body Tim has spent time in public practice, worked as a management accountant for the NHS as well as numerous roles in industry and the voluntary sector.
Retirement Wealth Planning – Mattioli Woods
SIPP vs SSAS – The difference between these two pension structures and how personal and commercial clients can benefit from the bespoke investment and planning opportunities that are available.
Income Planning – How clients can look to provide themselves with several tax efficient income streams throughout their retirement by utilising a number of investment structures.
Succession Planning – Looking at ways that we can pass on wealth through the generations in the most tax efficient manner and having the ability to maintain an interest your assets.
You can gain two CPD hours for this event.
You can book on the IFA website as a non-member.
- IAB Event
- Collaborative Partner Event
Do you want to learn new skills, network with like-minded people and get to grips with industry changes the easy way? You can — at one of our regular events.
Open to IAB members, students and non-members alike, our events offer you opportunities during the year to gain:
- Expert guidance and advice from guest speakers
- Practical ideas on how to run business efficiently
- Network contacts and allies, as well as support
And since events count as proactive CPD points (as listed in your Members Handbook), time is well spent maintaining best practice — and learning new strategies to take back to the office.
Better still, by staying on top of new regulations and legislation, you offer clients even more value. You can even attend the Institute of Financial Accountants’ (IFA) branch meetings and seminars at the sarne cost as an IFA member! Simply contact the IFA direct to find out more