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
At the end 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 note: courses are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a course becomes full, the above date will no longer be available, and new dates will be published.
We reserve the right to postpone the above course dates, subject to a minimum number of course bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the Training Team.
Can't attend on this date? Register your interest in other training courses and future dates.
Please ensure you refer to our terms and conditions before booking on to any of our training courses.