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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.