Pensions Training Workshop: Refresher on Rules and Taxation
New dates coming soon
Face to Face Training
Chartered Insurance Institute, 3rd Floor, 20 Fenchurch Street, London, EC3M 3BY
This one-day workshop will provide a detailed overview of pensions, utilising a range of visual aids, interactive exercises and support materials to help you deal with advice opportunities.
The workshop will aim to:
- Refresh the knowledge and application skills as a Financial Adviser/Paraplanner at Chartered (level 6)
- Fulfil a client-focussed structured CPD session of seven hours
Workshop objectives
Money in: Annual Allowance (AA) and tax relief
- Tax relief – limits and how claimed
- AA ground rules – DC and DB schemes
- Tapered AA
- Carry forward
- Planning ideas to maximise contributions
- AA charge and how to minimise or avoid it
Day to day pension management
- Reviewing less common pension products
- Death benefits
- Income options
Money out: Lifetime Allowance (LTA)
- LTA ground rules
- Calculating LTA values in different client scenarios
- Protection regimes
- Trivial pensions/small pots
Planned changes to Pensions
Workshop format
This workshop is delivered face to face, over a full day at the CII Offices at Fenchurch Street, London. New dates coming soon.
The session will be highly interactive with the use of:
- Slides/Flipchart
- Case studies
- Mini quizzes/exercises to refresh knowledge
- Client-related examples
Trainer
Steve Davis FPFS, Chartered Financial Planner and experienced financial service trainer
Certificate
On completion of this course, you will receive a certificate of attendance from the Chartered Insurance Institute.
Price
- Members: £199
- Non-members: £299
How to book
For enquiries about this course, please email us at: business.enquiries@cii.co.uk
Please ensure you refer to our terms and conditions before booking on to any of our training courses.
Can't attend? Register your interest in other training courses and future dates.