Hi Everyone,
:-)
Hope you all are well and business is booming!
Just wanted to send a quick mail to you all to remind you about the next meeting of the Birmingham branch.
We're meeting next Monday night, the 14th at the new venue (the BPS Synagogue) at the usual 7.15 for 7.30.
I have to say I'm looking forward to this one, I've invited two financial specialists over to speak (we may even have a third present), one is coming from Wales, the other (two) are from Winchester and they're making the journey especially to talk to us which is greatly appreciated.
I was asked about auto-enrolment and could we have a talk and some info on it. so not being very "up" on pensions approached these two contacts to see if they would be prepared to talk to us about what we need to know, what it's all about and basically give us the insight into what we should do when it comes around. They'll also advise us on the different types of pensions (- this is what I want to know as I really don't understand the different types) and it will give us knowledge to approach our clients with. Our main speaker is a font of knowledge and has happily offered to put himself in front of us to answer our questions, no matter how bizarre they may be :-)
I've also asked them to drop in any tips and thoughts they might have about other aspects of financial planning that may be of use to us as bookkeepers to offer to our clients, and no doubt these ideas may help us ourselves in our own planning, one of them is also an expert on Will writing and has kindly offered to speak privately on a one to one or openly to the group about any personal affairs of either our own or a client's or any general financial query we may have been wondering about.
Do think this one worth coming to and look forward to seeing you all there. It's up on the website so you can book in as normal.
Take care and see you next week
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