Cardiff and South East Wales Section

Event Type

BRANCH AND SECTION

Event Subject

Personal development

Topics

Development Outcomes (B)
Topic Groups (Retirement)

Date

Wednesday 5 July 2023

Time

18:30 - 21:00

Venue

The Vale Resort

Address

Hensol Park, Hensol, PONTYCLUN, Vale of Glamorgan, CF72 8JY, Wales

Speakers

Raj Passi

Booking Fees

Dental care professional: £30.00
Essential member: £30.00
Expert member: £30.00
Extra member: £30.00
Senior member: £30.00
Non-member: £45.00
Student member: £30.00

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Contact details

Contact Natalie Carmichael

Tel 020 7563 4590

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Pensions: Do you understand yours? An evening with Legal and Medical

	Wednesday 5 July 2023
Branch / Section	Cardiff and South East Wales Section
Location	The Vale Resort, Hensol Park, Hensol, Pontyclun, Vale of Glamorgan CF72 8JY, Wales
Timings	18:30 Registration and refreshments 19:00 Buffet 19:30 Lecture 20:30 End of lecture 21:00 End of event
Price	BDA members - £30 Non-member dentists - £45 DCPs - £30
CPD	1 hour
Aims	How the McCloud NHS pension ruling will work, new flexible retirement rules in the NHS and how the abolition of the lifetime allowance might affect you.
Learning objectives	Understand recent changes to pension rulings Better planning for future pension lifetime allowance How financial planning can help you to plan for your retirement What financial advisors do to help with this planning.
Learning content	A lecture with the opportunity to ask the speaker questions at the end.
Development outcome	B
Speaker	Raj Passi Raj joined the financial services industry in 1995, working as a financial adviser for Medical Sickness Society before joining Legal & Medical as an Independent Financial Adviser in 2003. Alongside his over 24 years’ experience advising medics and dentists, he holds the Diploma in Financial Planning (Dip PFS) and is a Legal & Medical shareholder.
How to book / enquiries	Online - preferred booking option Login to the BDA website first. Then use the pink 'Register' button at the top right of this page. Please note: If you have a GDC number you can use the online system. You do not need to be a BDA member. If you do not already have a BDA website username and password, fill in the form and we'll set you up with a username and temporary password. By booking form - email only Please complete the booking form (PDF version) or booking form (word version) to make your booking and return it to us at email - branchsectionevents@bda.org By telephone Call the Events team on 020 7563 4590 to book over the phone (open Monday to Friday 09:00-17:00). For registration queries email us at branchsectionevents@bda.org. Full terms and conditions (including cancellation policy)
COVID-19 and staying safe	The BDA recommends the below measures to continue to keep attendees safe during this event: If you feel at all unwell, we encourage you to take a lateral flow test the evening before you are due to arrive - should your test result be positive, we ask you not to attend We advise sanitising your hands on arrival and continue to sanitise/wash your hands regularly throughout the event We offer flexibility to transfer to a future event should you find yourself prevented from attending due to self-isolation or the onset of COVID-related symptoms. If you have symptoms of COVID-19 (a new, persistent cough; a high temperature; or loss/changes to your sense of taste or smell) we kindly request you do not attend the event, although it is not a legal obligation to do so.
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