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; few are actively involved in insurance-based solutions. 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 forthcoming 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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