Training :: Cash From Pensions

Introduction

The objective of this day is to cover the different ways business owners can extract cash from their pensions, look at the full technical background of each of these methods, and consider innovative ways to market and sell these concepts to your clients.

As most of the material covered applies to business owners it is only suitable for advisers who are in the corporate market or who are serious about getting into this market.

The Content

At the end of the day you should be familiar with ways your clients can extract anything from 25% (easy!) to 100% of the cash in their pension funds. You should be aware of the pitfalls to avoid. You should know how to produce a compliant suitability report for each of the extraction methods. You should know how to excite clients and prospective clients with the possibilities that are out there to use their pensions to help develop their businesses.

You will take away with you a book covering the technical background, together with a set of summary cards for each of the main methods outlining the type of client the method is intended for, the main technical points, and any danger areas of which to beware.

This training day is run by Graham Dragon ATT.

• Introduction
• Tax Penalties - a quick summary
• The 25% Rules (Pension Unlocking)
  • Compliance aspects of pension unlocking
• The 50% Rules (Loans)
  • Suitable security
• The 62.5% and 75% Rules
• The 65.6% Rules
• The 100% Rules
  • Taxable Property penalties
• 48% tax on pension income for 50% or 60% taxpayers
• Presenting compliant reports that really sell your "Cash from Pensions" service
• Case Studies (time permitting)

Bonus Content

At the end of the day you will take away a copy of the latest edition of the book "Cash from Pensions" by Graham Dragon ATT, and a toolkit you can use to identify and present to suitable clients.

Pricing

£300 +VAT per attendee.

What's The Next Step?

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Testimonials

"Thank you for an excellent training day. Your courses offer tremendous value for money, and generate many useful ideas and opportunities."

Darius Paine, Buckinghamshire

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Lisanne Mealing, Surrey

"Got plenty here to chew on. Many thanks for all your hard work. An excellent course!"

James Craw, Dorset

"Well researched, and clear and concise delivery."

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