WEBINAR: Pension Death Benefits

Please join us for an hour long webinar on Pension Death Benefits, by Barry Foster from Curtis Banks

Learning objectives:

By the end of the session, delegates will be able to;

• Understand what pension death benefit options are available and the difference between lump sums and beneficiaries’ pensions
• Understand the lifetime allowance and income tax treatment of pension death benefits
• Understand the process a scheme may follow when deciding upon the distribution of death benefits
• Understand the importance of an expression of wishes and issues scheme members should consider when drafting their EOW in particular with regards to nominee pension options
• Be able to explain this to a customer in a clear and concise way and be able to apply this knowledge to individual client scenarios

Speaker Bio:

Barry Foster FPFS IMC TEP.

Barry is a Technical Sales Manager at Curtis Banks, the UK’s leading independent SIPP provider. With c24 years’ experience Barry has held roles as a financial adviser, business development manager and has been Technical Sales Manager for 12 years. He joined Curtis Banks in November 2020.

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