|
Target
audience:
This is an advanced course aimed at principals,
pension IFAs and compliance officers.
Overview:
To provide details of the options available on
Divorce. The course provides a greater insight in to
the needs and difficulties facing family lawyers. It
will enable advisers to work more confidently in this
complex area of pensions advice.
Key
course content:
|
|
State
Pension Benefits
|
|
|
Use of BR19
|
|
|
Use of BR20
|
|
|
Substitution
of NI records
|
|
|
|
|
|
Offsetting
|
|
|
Asset Allocation
|
|
|
Mesher orders
|
|
|
Duxbury
calculations
|
|
|
|
|
|
Attachment
|
|
|
Retention
of ‘guaranteed’ benefits
|
|
|
Implementation
process
|
|
|
Transfer
of benefits / keeping informed
|
|
|
Charges
|
|
|
|
|
|
Sharing
|
|
|
Shareable
rights
|
|
|
Alternative
valuations
|
|
|
Implementation
|
|
|
|
|
|
Advising
the client
|
|
|
Gathering
information
|
|
|
Shadow membership
|
|
|
Rebuilding
lost benefits
|
|
|
Effects
of A-Day
|
|
|
|
|
|
Working
with the family lawyer
|
|
|
Court forms
|
|
|
Expert witness
|
|
|
Advice process
|
|
|
Limitations
of the regulatory regime
|
|
|
|
|
Add us to the Mixx!
Stumble It!