Specialist Training
Training Modules
Please see the full list of our training modules below:
Case studies will be used throughout.
*Please note all training is considered and conducted on a case by case basis. Once booked, you will be called by a member of the Frenkel Topping team to discuss if the training you have requested is suitable.
Pension Loss Training 2020
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 2020
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 2020
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 2020
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
Minor Trusts 2020
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
Investing for Vulnerable Clients 2020
Covering:
- Rules, roles & responsibilities
- Risk Factors
- The settlement experience and life after
- Understanding investment costs
- STEP guidelines
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.
