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Topic
CPD Webinar - State Pension refresher and opportunities
Date & Time
Selected Sessions:
Jun 10, 2021 08:30 AM
Description
This webinar will help advisers refresh their knowledge of the State Pension, a universal benefit which is a key consideration in retirement income planning.
What’s being discussed:
> A recap of how the current State Pension works, how it is calculated, when people get it, and the changes made in 2016
> Signposting additional technical resources for more complex State Pension queries
> How technology can be used to do the heavy lifting of educating clients and to prompt useful actions such as getting a State Pension Forecast and identifying gaps in NI records
> Revealing research about the consumer's level of State Pensions knowledge (prepare to be shocked!)
Who’s it for:
> Advisers advising on retirement income planning
> Paraplanners and support staff who want to brush up their knowledge
> Marketing teams looking to capitalise on retirement income planning opportunities
This event will qualify for 45 minutes CPD.