A specialized workshop for Company Directors and Financial Professionals.
This focused online session, led by Stephen Heffernan (ACCA) of Chartered Financial, addresses the critical intersections of pension funding, employment law, and family settlements. Stephen brings his extensive experience from PwC to simplify complex regulatory challenges for business leaders.
Date: February 4th, 2026
Time: 4:00 pm – 6:00 pm
Venue: Online
Agenda & Key Topics
Executive Funding: Understanding Company Director pension limits and Revenue Max Funding rules.
Extended Careers: Navigating the restrictions of working beyond Normal Retirement Age.
Redundancy: Analyzing how pension structures impact termination payments.
Legal Settlements: A guide to Pension Adjustment Orders (PAOs) in divorce and family court proceedings.
About the Trainer
Stephen Heffernan is a Fellow of the ACCA and a PwC-trained expert in financial analysis and tax advisory. He specializes in helping clients navigate complex business challenges through strategic thinking and data-driven risk management.