040314 Rowanmoor Group plc Seminars FINAL
Press Release 4 March 2014
Rowanmoor Group plc to host a series of ‘New Insights’ adviser workshops Rowanmoor Group plc, the UK’s largest independent SSAS provider and a bespoke SIPP and Family Pension Trust operator, has announced a series of seminars in the spring for financial advisers.
The New Insights workshops will offer advisers alternative pension planning opportunities and solutions for a diverse range of clients, with a property investment bias.
Working through a series of client scenarios, experts from the Rowanmoor Group will demonstrate the flexibility and full functionality of the Family Pension Trust and showcase the Defined Benefit Small Self-Administered Scheme (DB SSAS). These schemes carry specific advantages over traditional SIPPs and SSASs for commercial property investment, including increased flexibility and the option of borrowing to invest.
These practical and highly technical sessions will explain the structure of these innovative schemes to give advisers ideas on how to utilise them to provide maximum benefit to a range of clients; from business owners, key employees and partnerships to family groups and groups of friends.
The seminars will take place across the country in Belfast, Birmingham, Bristol, Ipswich, Leeds, Maidstone, Manchester, Southampton and London throughout May.
Ian Hammond, Managing Director, Rowanmoor Group plc, said: “As the UK’s largest independent SSAS provider, we are fortunate enough to have a wealth of experience at our disposal. Our experts are always willing to share their practical ideas and knowledge of SSAS, SIPP or Family Pension Trust products. “Financial advisers who attend these sessions will undoubtedly gain an accurate and deep understanding of the Family Pension Trust and range of SSAS options. We want to ensure
Rowanmoor Pensions is a trading name of Rowanmoor Group plc (No. 5792242). Registered in England at Rowanmoor House, 46-50 Castle Street, Salisbury SP1 3TS. Page 1 of 2
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Press Release advisers are fully-equipped to provide the best service possible to their clients.”
- ENDIn order to reserve your place, please email [email protected] or telephone 08445 440 550
Editors’ notes For further information, please contact: Rowanmoor Group plc Ian Hammond Managing Director Rowanmoor Group plc 08445 440 599 [email protected] Anna Hopkinson Group Marketing Manager Rowanmoor Group plc 08445 440 667 [email protected] Redleaf Polhill Sally Walton/George Parrett/Sophie Roe Redleaf Polhill 020 7382 4747 [email protected] [email protected] [email protected] About Rowanmoor Group plc
Rowanmoor Pensions is a trading name of Rowanmoor Group plc (No. 5792242) . Rowanmoor Group plc, trading as Rowanmoor Pensions, is the UK’s largest independent small selfadministered scheme (SSAS) provider and a bespoke self-invested personal pension (SIPP) and Family Pension Trust (Family SIPP) operator. The Group also offers professional actuarial, consultancy and scheme accountancy services, and automatic enrolment administration services for NEST accounts. Rowanmoor Group plc provides and administers member-directed pension schemes: o Small Self-Administered Schemes (SSAS) o Self-Invested Personal Pensions (SIPP) o Family Pension Trusts (also known as Family SIPPs). Rowanmoor Group plc was awarded best SSAS provider in the 2008, 2009, 2010, 2011, 2012 and 2013 Investment, Life and Pensions Awards Moneyfacts Awards. The Rowanmoor Group plc website is www.rowanmoor.co.uk Rowanmoor Group plc currently employs over 250 people. Rowanmoor Personal Pensions Limited, a subsidiary of Rowanmoor Group plc is the scheme Administrator and scheme operator for schemes established under a Rowanmoor Pensions Family Pension Trust and the Rowanmoor Pensions SIPP and is authorised and regulated by the Financial Conduct Authority (Register number 458260).
Rowanmoor Pensions is a trading name of Rowanmoor Group plc (No. 5792242). Registered in England at Rowanmoor House, 46-50 Castle Street, Salisbury SP1 3TS. Page 2 of 2
RG-PRESS 01/14 NPI
Rowanmoor Group plc to host a series of ‘New Insights’ adviser workshops Rowanmoor Group plc, the UK’s largest independent SSAS provider and a bespoke SIPP and Family Pension Trust operator, has announced a series of seminars in the spring for financial advisers.
The New Insights workshops will offer advisers alternative pension planning opportunities and solutions for a diverse range of clients, with a property investment bias.
Working through a series of client scenarios, experts from the Rowanmoor Group will demonstrate the flexibility and full functionality of the Family Pension Trust and showcase the Defined Benefit Small Self-Administered Scheme (DB SSAS). These schemes carry specific advantages over traditional SIPPs and SSASs for commercial property investment, including increased flexibility and the option of borrowing to invest.
These practical and highly technical sessions will explain the structure of these innovative schemes to give advisers ideas on how to utilise them to provide maximum benefit to a range of clients; from business owners, key employees and partnerships to family groups and groups of friends.
The seminars will take place across the country in Belfast, Birmingham, Bristol, Ipswich, Leeds, Maidstone, Manchester, Southampton and London throughout May.
Ian Hammond, Managing Director, Rowanmoor Group plc, said: “As the UK’s largest independent SSAS provider, we are fortunate enough to have a wealth of experience at our disposal. Our experts are always willing to share their practical ideas and knowledge of SSAS, SIPP or Family Pension Trust products. “Financial advisers who attend these sessions will undoubtedly gain an accurate and deep understanding of the Family Pension Trust and range of SSAS options. We want to ensure
Rowanmoor Pensions is a trading name of Rowanmoor Group plc (No. 5792242). Registered in England at Rowanmoor House, 46-50 Castle Street, Salisbury SP1 3TS. Page 1 of 2
RG-PRESS 01/14 NPI
Press Release advisers are fully-equipped to provide the best service possible to their clients.”
- ENDIn order to reserve your place, please email [email protected] or telephone 08445 440 550
Editors’ notes For further information, please contact: Rowanmoor Group plc Ian Hammond Managing Director Rowanmoor Group plc 08445 440 599 [email protected] Anna Hopkinson Group Marketing Manager Rowanmoor Group plc 08445 440 667 [email protected] Redleaf Polhill Sally Walton/George Parrett/Sophie Roe Redleaf Polhill 020 7382 4747 [email protected] [email protected] [email protected] About Rowanmoor Group plc
Rowanmoor Pensions is a trading name of Rowanmoor Group plc (No. 5792242) . Rowanmoor Group plc, trading as Rowanmoor Pensions, is the UK’s largest independent small selfadministered scheme (SSAS) provider and a bespoke self-invested personal pension (SIPP) and Family Pension Trust (Family SIPP) operator. The Group also offers professional actuarial, consultancy and scheme accountancy services, and automatic enrolment administration services for NEST accounts. Rowanmoor Group plc provides and administers member-directed pension schemes: o Small Self-Administered Schemes (SSAS) o Self-Invested Personal Pensions (SIPP) o Family Pension Trusts (also known as Family SIPPs). Rowanmoor Group plc was awarded best SSAS provider in the 2008, 2009, 2010, 2011, 2012 and 2013 Investment, Life and Pensions Awards Moneyfacts Awards. The Rowanmoor Group plc website is www.rowanmoor.co.uk Rowanmoor Group plc currently employs over 250 people. Rowanmoor Personal Pensions Limited, a subsidiary of Rowanmoor Group plc is the scheme Administrator and scheme operator for schemes established under a Rowanmoor Pensions Family Pension Trust and the Rowanmoor Pensions SIPP and is authorised and regulated by the Financial Conduct Authority (Register number 458260).
Rowanmoor Pensions is a trading name of Rowanmoor Group plc (No. 5792242). Registered in England at Rowanmoor House, 46-50 Castle Street, Salisbury SP1 3TS. Page 2 of 2
RG-PRESS 01/14 NPI
