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.

Topics that will be explored include:

  • Decisions following a DB transfer
  • Charity lump sum death benefits
  • Disqualifying pension credits
  • Contributions from death benefits
  • Assets on expression of wishes
  • Group connected party purchase

and more…

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

In the the first of our quarterly Meet the Joneses webinars 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 the the second of our quarterly Meet the Joneses webinars 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.

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