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2025 Legacy Pensions & Reserves Webinar
2025 Legacy Pensions & Reserves Webinar
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Welcome to

Heffron's Legacy Pensions & Reserves Webinar

Wednesday 5th & Thursday 6th March 2025
2:00pm - 3:30pm (AEDT)

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Our Event

Heffron's 2 part series on the recent legacy pensions and reserves changes

 

Part 1 is "Legacy Pension Amnesty - options, tips and traps"

Our technical experts have seen it all when it comes to legacy pensions so who better to help you or your client understand what’s possible under the 5 year amnesty that started on 7 December 2024? We will not only explain what’s possible but also share our tips and traps when it comes to deciding whether or not to wind up an existing legacy pension.

 

Part 2 is "New Reserve Rules - opportunities, tips and traps"

At the same time as introducing a 5 year amnesty to wind up legacy pensions, the Government changed the regulations applying to reserve allocations. The second webinar in our 2 part series - “New reserve rules - opportunities, tips and traps” explains these changes in full and shares our ideas on how best to use these new rules for yourself or your clients.

 

Speakers