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Pensions and Divorce
pensions and divorce

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

 

 

 

 
 

Ian Patterson - Patterson Sales Training


31 Clifton Drive, Lytham, Lancashire FY8 5QY
Tel & Fax: 01253 732298

Email: info@pstgroup.co.uk

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Advising Older Clients | The Mental Capacity Act | Pensions and Divorce | Pre-Owned Assets | Crammer Revision | Supervision in a Regulatory World
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