You are here: ~ Talking Technical ~> Pensions and Divorce
 
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

 
 

 
What's New

In a hurry? MP3 downloads now available for all our supported exams
View here

New T&C service available to small IFAs 
Click here for further details

Latest FS Solutions article
View here

TCF / RDR - what might this mean to your business?


Audio
J01 - Currently under review
J02 - Trusts
J04 - Currently under review
J05 - Pension Income Options
J07 - Supervision in a Regulated Environment
Advanced Diploma Subjects

Courses

Fact Find Masterclass
The Trusted Adviser
Trainee Adviser Skills Programme

 


 

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

Email: info@pstgroup.co.uk

Copyright © 2008 Patterson Sales Training Limited - Web Design TMB

Advising Older Clients | The Mental Capacity Act | Pensions and Divorce | Pre-Owned Assets | Crammer Revision | Supervision in a Regulatory World
Coaching Course | Supervisor Licensing Course | Supervisor Update Course | Fact Find Masterclass | The Trusted Adviser | Trainee Adviser Skills Programme