Training Modules

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

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

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

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

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

 Covering:

• Rules, roles & responsibilities
• Risk Factors
• The settlement experience and life after
• Understanding investment costs
• STEP guidelines