Navigating success for tomorrow’s advisers
If you are just starting out in the industry or working towards your exams, our weekly webinars will introduce key areas of pension knowledge that will help you get ahead, helping you support client relationships and objectives.
The short interactive sessions are designed for you to participate via live polls, case studies and the opportunity to ask our expert Pension Technical Manager, Jessica List, any questions that you may have. Topics that will be covered include:
- Contributions and tax relief
- Annual allowance, carry forward, tapering, and the money purchase annual allowance
- Taking benefits: retirement ages, how pension benefits are taxed, annuities/drawdown, tax free cash
- Lifetime allowance
- Expressions of wishes and death benefits.
Are you ready for the challenge? Register for the morning webinars below.