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.

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Advising the Older Client

Target audience:
IFAs, life office staff and accountants with some experience of this specialist area.

Overview:
Many advisers are involved in advising the older client. This workshop aims to provide a good overall knowledge of the issues an adviser is likely to encounter when advising the older client.

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Target audience:
Experienced IFAs, life office staff and accountants.

Overview:
This course is intended to update practitioners on the changes created by the Mental Capacity Act. It will look at both the implications for existing clients and the planning opportunities.

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Pre-Owned Assets

Target audience:
Experienced IFAs, life office staff and accountants.

Overview:
This course is intended to update practitioners on the pre-owned assets legislations and it’s impact on clients. It will look at both the implications for existing clients and the planning opportunities.

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