JO2 (Trusts) Pre Exam Training, Tuesday 30th August 2022 - online distance learning event

Tuesday, 30 August 2022
9:30 am – 4:30 pm (UK time)

JO2 (Trusts) Pre Exam Training, Tuesday 30th August 2022

The Personal Finance Society Hants and Dorset, Surrey & Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the JO2 examination.

This event will be run as an Online Distance Learning event.

The cost of the day’s training will be £99 for Hants & Dorset, Thames Valley and Surrey PFS members and £99 for all other PFS members and £109 for non-PFS members.

Your attendance will be confirmed once you have booked online. There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.

We reserve the right to cancel this event should there be less than 6 delegates attending. Should this occur a full refund or transfer to an alternative course will be offered and some supporting material, at no extra cost, will be sent to the enrolled delegates.

The day will commence at 0930 sharp and finish by 1630, with breaks timetabled for lunch etc throughout the day.

This course is recorded and a copy of it is sent to all delegates.

Overall objective.

To significantly improve delegates’ chances of passing the exam by developing an understanding of the key technical points that are likely to be tested.

By the end of the event delegates will be able to:

  • Understand the key characteristics of a trust.

  • Explain how trusts can be set up together with the roles and responsibilities of trustees.

  • Explain the main characteristics of Absolute, Interest in Possession and Discretionary trusts and how income and capital gains is calculated for each

  • Identify what is a Relevant Property Trust and a Non-Relevant Property Trust and explain how this status affects liability to IHT

  • Understand the main uses of trusts in financial planning.

  • Explain the requirements for a will to be valid and the process to be followed by the executors in distributing the estate

  • Know how a deceased’s estate is taxed before it is distributed

  • Explain the rules of intestacy and the uses of Deeds of Variation

  • Understand the concept of mental capacity and how it is used to establish the ability of an individual to make decisions.

  • Explain how a General Power and Lasting Power of Attorney can be set up and administered

  • Explain the procedures and implications of being made bankrupt.

Our 2022 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions. The course trainer is John Trayner FCII FPFS, a CII approved trainer, who has supported the Personal Finance Society Hants and Dorset Region’s exam revision programme since 2018.

Any questions please email the Personal Finance Society Hants and Dorset Regional Committee on

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

6 1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at