PFS: Pensions - Planning Death Benefits for Minors and other Dependents

This session uses a real case study to highlight the importance of knowing your client’s family and when good advice isn’t necessarily best advice.

Learning Objectives:

By attending this webinar, delegates will be able to:

• ensure awareness of the practicalities of pension death benefits for minors
• identify a client’s (extended) family situation
• consider all the death benefit options
• ensure that the current pension plan is fit for the intended purposes.

Speaker Biography:

Ellen, a Chartered Legal Executive, has over seven years’ experience of advising on private client matters. Her expertise saw her admitted as a Fellow of the Chartered Institute of Legal Executives in 2019.

Ellen is based in our Cambridge office. Her work includes preparing and advising clients on the most appropriate Will and related estate planning, preparing and registering Lasting Powers of Attorney and acting for both professional and lay trustees in the administration of a variety of trusts. Ellen also understands the issues faced by clients when administering estates. As a result, Ellen delivers clear and accessible advice on a wide variety of estate matters.

Ellen has recently completed the Society of Trust and Estate Practitioners (STEP) Diploma in Trusts and Estates and is now a fully qualified Trusts and Estates Practitioner (TEP).

Webinar Platform:

This webinar will be hosted via Zoom.