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.