Know Your Limits webinar registration

KNOW YOUR LIMITS

This 1-hour CII accredited webinar will be led by pension specialist Gareth Davies, helping you stay up-to-date with the latest changes to pensions law and regulation. The webinar will cover the key considerations for annual allowance, Lifetime Allowance, tax relief, carry forward and money purchase annual allowance in the run up to tax year end.

Please submit your details below to register for this session.

7th February 2024

10.30am - 11.30am

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ABOUT CUSTOMER DATA AND PRIVACY

The Data Protection Act requires Lloyds Banking Group companies and associated companies to manage personal information in accordance with the Data Protection Principles. Our Group of companies is required to process your personal information fairly and lawfully. This means that you are entitled to know how we intend to use any information you provide. You can then decide whether you want to give it to us in order that we may provide the product or service that you require.

All our employees are personally responsible for maintaining customer confidentiality. We provide training and education to all employees to remind them about their obligations. In addition, our policies and procedures are regularly audited and reviewed: Read Scottish Widows Data Protection Notice.

EVENT SPEAKERS

GARETH DAVIES

PENSION SPECIALIST, SCOTTISH WIDOWS

Gareth Davies is a Pension Specialist Development Manager at Scottish Widows dealing with technical and legislative aspects of both corporate and individual pensions. Gareth has over 30 years’ experience in the life and pensions industry working for major product providers, and over 15 years’ experiences as a pensions specialist. Gareth regularly speaks at industry and trade events, and he is a chartered Financial Planner, a Fellow of the Personal Finance Society and holds the Investment Management Certificate.

JENNY COOK

ADVISER EXPERIENCE LEAD

Jenny has nearly 15 years' experience in financial advice experience, insights and marketing. She joined Scottish Widows in May 2023 to spearhead our adviser experience division, which provides feedback and insights from advisers and the market into the business to develop our propositions, thought leadership and service. Jenny is a Chartered Marketer.

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This material may be intended for UK authorised & regulated financial advisers only. It is not intended for onward transmission to retail customers & should not be relied upon by any other person.

View the Scottish Widows Terms of Business for Intermediaries.

Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.