Our 2025 Annual Allowance event
About the Event
With the imminent release of pensions savings statements for those exceeding their standard or money purchase Annual Allowance, we’re continuing our tradition of the last four years – the September Annual Allowance event. In this session, M&G’s award-winning Technical Team will spend an hour drilling down into the fundamentals of the three Annual Allowances – standard, money purchase and tapered – how they work, how you calculate them and how you deal with any tax charges. And most importantly, the planning that can be done to maximise positive outcomes for clients. Following that, it’s over to you for any questions.
CPD
The event qualifies for 90 minutes CII-accredited Structured CPD and by the end of the session, you will be able to:
• Describe the operation of the Annual Allowances
• Calculate someone's available Annual Allowances
• Explain the taxation of Annual Allowance excesses.
OUR SPEAKER
Mark Devlin
Senior Technical Manager, M&G
Mark has worked in the industry since 1998. He has held a variety of roles in financial planning telephony queries, mortgage packaging, sales support, paraplanner, IFA and Business Assurance assessor and manager.
M&G Wealth is a trademarked brand of the M&G plc group, which includes 3 business divisions as follows:
M&G Wealth Advice as provided by M&G Wealth Advice Limited, registered number: 5739054.
Model Portfolio Services as provided by M&G Wealth Investments LLP, registered number: 0C305442.
M&G Wealth Platform as provided by Investment Funds Direct Limited, registered number: 11444019.
Each legal entity is registered in England and Wales and has its registered address at 10 Fenchurch Avenue, London EC3M 5AG. Each legal entity is also a subsidiary of M&G plc and is authorised and regulated by the Financial Conduct Authority.
M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number: 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.
M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.