Meet the Joneses – Unstructured CPD credits & an invitation to our quarterly webinar

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Originally sent 14 February 2020

We recently invited you to ‘Meet the Joneses’ where we explore intergenerational planning and the flexible options available through SIPPs in order to pass on wealth to future generations in the most tax efficient manners possible.

Through our comprehensive series of case studies which qualify for unstructured CPD, you can see how a family can plan for their futures through a huge variety of scenarios by taking advantage of the flexibility that pensions allow across the generations.

Once you have read the case studies you can download and complete your CPD certificate.



Join us for our first quarterly webinar hosted by Jessica List, Pension Technical Manager, who will run through three scenarios from the Jones family tree covering the topics: Disqualifying pension credits, Group connected party purchase, and; Expression of Wishes with specific assets. There will also be the opportunity for live Q&A at the end of the webinar.


Keep up with the Joneses

For further information please speak to your local Business Development Manager.

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Your Future SIPP

Curtis Banks

Suffolk Life

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