Meet the Joneses Financial planning across the generations

Webinar series

Welcome to our Meet the Joneses webinar series presented by Jessica List, Pension Technical Manager.

Each webinar looks at 2-3 of our Jones family case studies and explores the topics and issues raised in greater detail. Read the descriptions below to see which topics appear in each session.

CPD On Demand Video hub Meet the Joneses - intergenerational planning session one

In our first Meet the Joneses webinar we focus on Disqualifying pension credits, Group connected party purchase, and; Expression of Wishes with specific assets.

Learning objectives: Please click here to view learning objectives for this session.

CPD form: Please click here to get your CPD certificate.

Meet the Joneses - intergenerational planning session two

In our second Meet the Joneses webinar we focus on inherited benefits without an expression of wishes and contributions made from death benefits.

Learning objectives: Please click here to view learning objectives for this session.

CPD form: Please click here to get your CPD certificate.

Meet the Joneses - intergenerational planning session three

In our third Meet the Joneses webinar we focus on joint title ownership for commercial properties and third party contributions.

Learning objectives: Please click here to view learning objectives for this session.

CPD form: Please click here to get your CPD certificate.

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