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Suffolk Branch Meeting - 11th September: Auto Enrolment Pensions - An Update

  • Fellow PM.Dip
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  • 186 posts
  • # 100759

The next Suffolk Branch Meeting will be held on Thursday 11th September at The Cedars Hotel, Stowmarket.

Our guest speaker is Nicholas K Plumb DipPFS, ASWW who is a local independent financial adviser & will be presenting on not only the benefits of independent financial advise but also be providing an uupdate on auto enrolment pensions.

The full agenda & registration details can be found on the ICB website http://www.bookkeepers.org.uk/Shop/Suffolk-Branch-Meeting/e/5154/

I look forward to seeing the regular faces there & also welcoming some new!

Until then, all the best,


Jo Thomas

Members and students are welcome to attend the Suffolk Branch Meeting. 

At this meeting we will be welcoming Nicholas K Plumb DipPFS, ASWW - Independent Financial Adviser & Practice Principal.

Agenda:

19.00 – Welcome / ICB News (Jo Thomas, Suffolk Chair)

19.05 – Member/Student introductions (all)

19.15 – Two subject matters will be covered at this meeting by Nicholas K Plumb DipPFS, ASWW - Independent Financial Adviser & Practice Principal: 

  • The Benefits of Independent Financial Advice
  • Auto Enrolment Pensions – An Update

20.45 – Future meetings, general discussion, allocating roles moving forward and AOB

21.00 – Close with the opportunity for further open networking (all)

  • Fellow PM.Dip
  • Practice Licence
  • 186 posts
  • # 101288

Jo Gsaid:

The next Suffolk Branch Meeting will be held on Thursday 11th September at The Cedars Hotel, Stowmarket.

Our guest speaker is Nicholas K Plumb DipPFS, ASWW who is a local independent financial adviser & will be presenting on not only the benefits of independent financial advise but also be providing an uupdate on auto enrolment pensions.

The full agenda & registration details can be found on the ICB website http://www.bookkeepers.org.uk/Shop/Suffolk-Branch-Meeting/e/5154/

I look forward to seeing the regular faces there & also welcoming some new!

Until then, all the best,


Jo Thomas

Members and students are welcome to attend the Suffolk Branch Meeting. 

At this meeting we will be welcoming Nicholas K Plumb DipPFS, ASWW - Independent Financial Adviser & Practice Principal.

Agenda:

19.00 – Welcome / ICB News (Jo Thomas, Suffolk Chair)

19.05 – Member/Student introductions (all)

19.15 – Two subject matters will be covered at this meeting by Nicholas K Plumb DipPFS, ASWW - Independent Financial Adviser & Practice Principal: 

  • The Benefits of Independent Financial Advice
  • Auto Enrolment Pensions – An Update

20.45 – Future meetings, general discussion, allocating roles moving forward and AOB

21.00 – Close with the opportunity for further open networking (all)




  • Member
  • Practice Licence
  • 4 posts
  • # 102617

Hi Jo

Just wanted to say that I am sorry I cannot attend the meeting tonight, but wanted to say a big thankyou for making me feel welcome at the suffolk meetingfs and also for all of yoiur hard work, you certainly gave the branceh a vitality and drive which is hard to sustain. 

Hoping to still see you tho......

 

Thanks again 

 

Sarah

  • Fellow PM.Dip
  • Practice Licence
  • 186 posts
  • # 102660

Thank you for your kind words, Sarah - much appreciated!

It looks like hopefully another member will take on the role as Chair so the Suffolk branch will continue but with a change of venue which is likely to be Bury St Edmunds so easir for you to get to  Smile

Watch this space for future news in the New Year & invites & then I will see there.

 

All the best,

Jo

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