JO2 Trusts September 2021

Monday, 06 September 2021 – Tuesday, 07 September 2021
9:30 am – 1:00 pm
    • John Trayner

This event will be held via video webinar.

If you have any questions please contact Susan Stamp at or on 07933 998426.

This two-part course, which also forms module 2 of the AF1 course, aims to significantly improve delegates' chances of passing their exam by developing an understanding of the key technical points that are likely to be tested.

Part 1 - Monday 6 September 2021 9.30 am – 1.00 pm

Part 2 - Tuesday 7 September 2021 9.30 am – 1.00 pm

If you would like to join us for this event, please click on the Book Now button below.

Led by John Trayner, a CII Approved Trainer, the workshop sessions will start at 9.30 am and end at 1.00 pm on each day, providing a full six hours’ CPD. The cost is £80 for members, (non-members £100). (Please note, to benefit from the discounted rate, you will be required to provide your membership number at the time of booking.)

Payment can be made by credit/debit card or you can request an invoice to pay offline by cheque or BACS transfer. Credit/debit card payments can only be accepted online at the time of booking and not afterwards.

Course Objectives

By the end of this two-part event delegates will be able to:

  • explain how trusts can be set up together with the roles, 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
  • explain the requirements for a will to be valid and the process to be followed by the executors in distributing the estate
  • explain the rules of intestacy and Deeds of Variation
  • explain how a Lasting Power of Attorney can be set up and administered
  • explain the procedures and implications of being made bankrupt

Other Information

If you have booked for the three-module AF1 course, the J02 Trusts module is included automatically and you do not need to book this separately.

Please note that this webinar will be run using Zoom technology and you may need to install relevant software onto your computer, tablet, etc in order to follow the webinar.

Full joining instructions will be sent to delegates ahead of the event.

About our speaker
John has over 40 years’ experience in insurance and financial services. Not surprisingly most of his former employers no longer exist because of mergers and takeovers. For example he joined Leeds Permanent Building Society in 1986 and at retirement was working for Lloyds Banking Group even though he’d never changed employers! The last 15 years were spent in the training department specialising in professional exams.

Not wishing to spend retirement watching daytime TV he decided to become a freelance trainer specialising in helping people to pass the CII’s Financial Services exams.

John is a Chartered Insurance Practitioner and a Fellow of both the Chartered Insurance Institute and the Personal Finance Society.


CII Accredited

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

6 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

When you submit your booking, with or without payment, you have made a formal agreement to attend the event. Cancellation rights do not apply. We will reserve space for you accordingly. To protect us from losses from non-attendance we will not be offering refunds for cancellations.

This booking is with the Insurance Institute of Sussex and is not transferable to other local insurance institutes. We welcome attendees from other areas but you may wish to check with your own local institute if they are running a similar event prior to booking with Sussex.

If you are unable to attend, in most cases you can send a substitute delegate. Please contact for more information.

Ticket type Price   Qty  
Member Registration
£ 80.00
Non Member Registration
£ 100.00