Events

The course will cover the main sources of later life income using both pension and non-pension assets. The options available on the death of the member for both crystallised and uncrystallised funds. Income drawdown investment strategies. Final Salary Scheme benefits. State Pension benefits.

We have all closely followed the BI Test case launched by the FCA late 2020, with the final judgment having been handed down on 15 January 2021. The outcome was clear and far-reaching. The case highlighted the ongoing exposure of insurance brokers who arranged the relevant policies (who should have by now reassessed their advice process under ICOBS, duty of care to clients). Now that the noise has settled, we will review how the industry acted on the findings and what (if any) other implications have emerged.

The day will cover how trusts can be set up together with the roles and responsibilities of trustees. The main uses of trusts in financial planning. Understand the rules of intestacy and the uses of Deeds of Variation. Lasting Power of Attorney. Bankruptcy.

Day 2 covers the roles and responsibilities of trusts, the different types of trusts, the rules of intestacy, Lasting Powers of Attorney and bankruptcy.

Attending courses and webinars is great for increasing knowledge. Learning, however, only begins in the classroom, it is how we use our knowledge in practice that impacts our career development. This session will guide you through the steps to identify your learning needs and take meaningful action to develop them.

The AF1 two day course will help prepare candidates for the exam by covering the main topics of taxation and trusts.