Technical Training
The world of pensions can often seem difficult to navigate due to its technical nature. To support you and your firm, we offer complimentary CPD qualified training sessions on a range of topics.
In the videos below, learn more about some of the bespoke technical sessions we can offer. To discuss your firms requirements, get in touch with your local Business Development Manager.
Introduction
Whether its a focussed session for one technical topic, or a programme of sessions for multiple pension areas, Barry Foster, Technical Sales Manager can deliver tailored training to meet your firms needs.
The training sessions often refresh existing and forgotten knowledge as well as delivering new learning.
All presentations qualify for structured CPD.
Pension Accumulation
An opportunity for advisers and paraplanners to revisit some of the core aspects of the pension funding regime.
This session lasts approximately an hour.
Watch the video to find out more.
Pension Decumulation
An overview of the main money purchase retirement options and a consideration of their tax treatment.
This session can be broken down into a number of modules lasting around 45 minutes each, or combined for a 2 hour session.
Watch the video to find out more.
Pension Investment Options
SIPPs can offer wider investment options that standard personal pensions. This session considers some of those wider options including commercial property and non-standard investments.
This session lasts approximately two hours.
Watch the video to find out more.
Pensions and Divorce
This session considers the three main options for dealing with pension wealth in the event of a divorce or partnership dissolution.
This session lasts approximately one hour.
Watch the video to find out more.
Pension Death Benefits
This session considers how death benefits from money purchase pension schemes can be paid, including the tax treatment of these. We consider who can benefit, including spousal bypass trusts, and a view of the process pension providers may follow when deciding how and to whom benefits should be paid.
This session lasts approximately up to an hour.
Watch the video to find out more.
Pensions and Inheritance Tax
There are still some circumstances where inheritance tax liabilities arise from pensions. This session considers when and why this might occur. We also analysis the Staveley case and its possible implications for future pension transfers.
This session lasts approximately an hour.
Watch the video to find out more.
Pensions in a wider planning context
A look at pensions as part of a client’s wider financial plan. Consisting of four modules, we consider how pensions can impact and influence situations and how pension contributions can interact with other tax wrappers.
Each module lasts approximately one hour.
Watch the video to find out more.