Face to Face British Airways BAPP Briefing

We’re hosting an informative in-person seminar to help you navigate your pension options within the British Airways (BAPP) Pension Plan scheme.

Why now?

Now that the scheme allows you to adjust your strategy monthly (rather than just annually in February), we've timed this seminar to align with the April investment window. Attending will ensure you have the latest insights, so you can make informed decisions if any changes are needed. 

With ongoing changes to pension legislation and shifting global markets, now is the time to take stock of your retirement strategy.

Since the UK’s October 2024 Budget, Labour has signalled potential changes to the inclusion of pensions in inheritance tax calculations from 2027—raising questions about how pensions will be treated as part of your estate.

At the same time, the return of President Trump to the White House could create fresh challenges for long-term investment planning. How might these developments impact your pension and savings strategy?

In this seminar, we'll be asking:

• Are your funds invested in the default Lifestyle Strategy - and is it right for you?
• Given potential inheritance tax (IHT) changes, what alternatives should you consider?
• Could your tax position be reducing your retirement savings without you realising?
• Are you maximising company contributions - or leaving money on the table?

There is no obligation in attending this seminar or to act on anything we share.
 
Where and when will the seminar be? 
Event: British Airways (BAPP) Pension Plan Seminar
Where: Hyatt Place London Heathrow Airport
When: Tuesday 1st April
Time: 10:00 AM to 1:45 PM
Agenda:

10:00 AM – Delegates arrive: coffee and pastries.
10:30 AM - Seminar starts.
11:30 AM – 15 min comfort break: tea and coffee served
11:45 AM – Seminar to restart.
12:45 PM – Buffet lunch.
1:45 PM – Event end.

The value of a pension will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested. 

The levels and bases of taxation, and reliefs from taxation, can change at any time.  The value of any tax relief is dependent on individual circumstances.