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Quantum Advisory “Pensions for Breakfast” seminar

The latest Quantum Advisory Pensions for Breakfast seminar will once again take place at the Celtic Manor Twenty Ten Clubhouse in Newport, on Thursday 14 March.

Investment Consultant at Quantum Advisory, Jordan Griffiths, will provide an update on how investment markets have performed over the last 12 months, giving his thoughts on how markets are reacting to Brexit, the Trump trade wars and provide an insight into which pension schemes to be wary of in the coming months.

Luke Davies, Business Development Manager at LexisNexis, will give a talk on the importance of keeping track of scheme members and the implications for not doing so. Luke will also highlight the need for verification of members identities upon retirement and transfers out, with guidance on how this can be done behind the scenes hassle free for the member.

Quantum Advisory Consultant, Adam Cottrell, will give an update on the development of the many Guaranteed Minimum Pension (GMP)-related challenges trustees, administrators and actuaries have been tackling in recent years. Adam will also provide further insight into the landmark GMP equalisation ruling, its likely implications on projects that are currently underway, and how it will no doubt shape trustees’ agendas over the next few years. Adam will finish with a round-up of other topical defined benefit and defined contribution pension issues.

Registration and breakfast will start at 8am, with the seminar taking place from 8.30am to 9:45am, followed by an opportunity to network until 10:30am.

The event is free. To book, email [email protected] or visit https://quantumadvisory.co.uk/events.

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