SSAS Webinar series
CPD on demand webinars
About the SSAS webinar series
We have a wealth of knowledge around SSAS. Couple that with our strong governance and focus on client outcomes, we have a great deal to offer for you and your clients. This series will allow you to learn more about SSAS and when they could be the right option for your clients. The webinars will be presented jointly between Barry Foster, Technical Sales Manager at Curtis Banks, and Gemma Fenton, Head of Sales at Talbot and Muir (part of Curtis Banks). Barry and Gemma will be joined by Charlie Dewey, Head of Sales at Curtis Banks, for the final webinar.
SIPP or SSAS
Part oneThe first webinar in our three part series looking at SSAS. Presented by Barry Foster, Technical Sales Manager at Curtis Banks and Gemma Fenton, Head of Sales at Talbot and Muir, they take a look at the basics of a SSAS including its structure, similarities and differences to a SIPP and a look at the role of Scheme Administrator
Learning objectives:
- Gain an understanding of the nature of a SSAS including its structure and how it compares to a personal pension.
- Gain an understanding of the roles and responsibilities of the scheme administrator, trustees and members.
- Gain an understanding of the investment options and opportunities available via a SSAS.
- Be able to explain this to a customer in a clear and concise way and be able to apply this knowledge to individual client scenarios.
This webinar qualifies for one hour of CPD.
SSAS - A World of Opportunity
Part twoThe second webinar focuses on financial planning opportunities using a SSAS, using case studies and client scenarios. Presented by Barry Foster, Technical Sales Manager at Curtis Banks and Gemma Fenton, Head of Sales at Talbot and Muir, they look at how a SSAS can provide tax planning opportunities and be a business planning and retirement planning vehicle.
Learning objectives:
- Building upon the previous session: Gain an understanding of the nature and structure of a SSAS.
- Gain a clear understanding of similarities and differences between a SIPP & a SSAS.
- Consider the financial planning opportunities of a SSAS using case studies and client scenarios.
- Gain an understanding of how a SSAS can provide tax planning and business planning vehicle as well as being a retirement planning vehicle.
This webinar qualifies for one hour of CPD.
SSAS - Myth Busting
Part threeThe final webinar in the SSAS Webinar series is presented by Barry Foster, Technical Sales Manager at Curtis Banks, Gemma Fenton, Head of Sales at Talbot and Muir and Charles Dewey, Head of Sales at Curtis Banks.
This webinar covers the following:
- The nature of a SSAS including its structure and how to establish a SSAS, including the paperwork and form filling.
- Considers some of the initial and ongoing financial planning opportunities & reasons for using a SSAS.
- Considers some of the challenges and opportunities associated with running a SSAS.
- Addresses some of the “frequently asked questions” relating to SSAS.