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Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

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Pensions in UK Wealth Planning

Pensions in UK Wealth Planning

Faisal Sheikh

25 years: Wealth and risk management specialist

The provision of pension advice is probably the most complex area for wealth management firms and clients to get right. Navigating the world of pensions requires advice when initially setting up pension arrangements. as well as ongoing review and additional advice as rules change and the client's personal situations evolve. Join Faisal as he talks us through the more complex wrappers: Pensions

The provision of pension advice is probably the most complex area for wealth management firms and clients to get right. Navigating the world of pensions requires advice when initially setting up pension arrangements. as well as ongoing review and additional advice as rules change and the client's personal situations evolve. Join Faisal as he talks us through the more complex wrappers: Pensions

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Pensions in UK Wealth Planning

7 mins 29 secs

Overview

There is a major incentive for high net worth individuals (HNWI) to invest in pensions, as tax relief is provided at the time of investment. Pensions investments are made gross of income tax, rather than net of income tax like other investment vehicles. This makes them a useful vehicle to help mitigate the higher tax brackets for high earners. There are multiple ways that pensions can be sourced, such as through the government/state, employers or private provisions sourced by the client themselves. Wealth managers focus mainly on the provision of private pensions, in the UK these are usually referred to as Self-Invested Personal Pensions (SIPPs).

Key learning objectives:

  • Understand the types of pensions available in the UK

  • Understand why Self-Invested Personal Pensions (SIPPs) are are a focus for wealth management firms

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Expert
Faisal Sheikh

Faisal Sheikh

Faisal is a wealth management professional has spent almost 30 years working in the field of risk management, risk control, internal auditing in the financial services and public sector. Most recently, Faisal was the Head of Risk for the Wealth Management business of UBS in the UK. He has also extensive international experience across Europe, the Americas, Asia and Africa. He has also a served as CISI operational risk expert panel member.

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