enquiries@frenkeltopping.co.uk
0161 886 8000

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enquiries@frenkeltopping.co.uk   |   0161 886 8000

Specialist Training: The Knowledge Hub

Training Modules

NEXT TRAINING SESSION: 29th April 2021 – Welfare Benefits

Please email contactus@frenkeltopping.co.uk to enquire about your place.

Due to COVID-19 all training is currently conducted via Zoom. All training  is APIL accredited and will count towards your Continuous Professional Development points. These sessions are free and there is no limit to the number of sessions that delegates can book.

Our experts help legal practitioners stay ahead of changes in legislation, finance and care matters by offering our training sessions free of charge.

Expert Training for Expert Practitioners.

Case studies will be used throughout.

Pension Loss Training

Covering:

  • What information you need to proceed with a pension loss claim
  • Common mistakes to avoid
  • What to do if occupation is unknown
  • Maximum drawdown v GAD / Annuity rates
  • Loss of Dependency Claims
  • Benefits in Kind
  • The way clients actually behave under advice today
  • Lost years
  • Loss of NI and State Pension Claims

Personal Injury Trusts

Covering:

  • When do clients need them?
  • Which benefits are means tested?
  • How capital affects means tested benefits?
  • Rules specific to personal injury payments
  • investment considerations
  • claiming the costs

Welfare Benefits

Covering:

  • Provide a brief overview of the welfare benefits system
  • to help identify benefits applicable to your clients
  • an overview of Universal Credit and issues you may face
  • the Appeal Process
  • case studies
  • services we can offer

 

Avoiding professional negligence from a financial perspective

Covering:

  • Pension loss
  • State pension
  • PPO
  • Accommodation
  • Personal injury trusts
  • Suitability of financial structure of award for a vulnerable client
  • Welfare benefits
  • Advice on divorce – prenuptial and postnuptial agreements
  • Community care
  • Testamentary advice
  • Deprivation of liberty matters
  • Experts’ costs

Trusts for Minors

Covering:

  • How funds for Minors are treated if held in Court
  • Factors to consider when applying to move funds into a Trust
  • Rules & Regs
  • Process
  • Trustee Act 2000
  • Recent Case Law
  • Case Studies

Financial Implications for Vulnerable Clients

 Covering:

  • Rules, roles & responsibilities
  • Risk Factors
  • The settlement experience and life after
  • Understanding investment costs
  • STEP guidelines
Book your training module(s)

PROUDLY DELIVERING EXPERT ADVICE FOR OVER 30 YEARS.

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Contact us to see how we could help you today.

We are always happy to answer any questions you may have.

0161 886 8000
enquiries@frenkeltopping.co.uk

Important Information
Past performance is not a reliable indicator of future performance. Investment values can go down as well as up and may be affected by exchange rate variations. The level of tax paid on an investment depends on investor tax status and tax law which is subject to change.

Frenkel Topping Limited is authorised and regulated by the Financial Conduct Authority No: 145186. Registered in England No: 02312427. Expert Witness Services, Welfare Benefit Reviews and APIL accredited training are not regulated by the Financial Conduct Authority.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.  Full details of the FOS can be found on its website at www.financial-ombundsman.org.uk.