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    MasterClasses

    Build your CPD with technical expertise from our CII accredited MasterClasses.

    Self-employed pension planning masterclass

    January 2020
    Join Bernadette Lewis and Tom Coughlan from the Scottish Widows Financial Planning Team as they provide insight into Self-employed pension planning. 

     

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    DEATH BENEFITS MASTERCLASS

    September 2019

    Join Bernadette Lewis and Tom Coughlan from the Scottish Widows Financial Planning Team as they provide insight into death benefits.

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    Pensions Recycling masterclass

    April 2019

    Join Bernadette Lewis and Tom Coughlan from the Scottish Widows Financial Planning Team as they provide insight into pensions recycling.

    Watch it nowWatch our Pensions recycling video

    END OF YEAR PENSION PLANNING MASTERCLASS

    February 2019

    Join Bernadette Lewis and Tom Coughlan from the Scottish Widows Financial Planning Team as they provide insight into end of year pension planning.

    Watch it now

    Pension Transfers

    November 2018

    Join Bernadette Lewis and Tom Coughlan from the Scottish Widows Financial Planning Team as they provide insight into Pension Transfers. 

    Watch it nowWatch our Tax-Efficient Pension Withdrawals video

    Tax-efficient pension withdrawals

    September 2018

    Join Bernadette Lewis and Tom Coughlan from the Scottish Widows Financial Planning Team as they provide insight into tax efficient pension income options. 

    Watch it nowWatch our Tax-Efficient Pension Withdrawals video

    Tax planning with drawdown

    April 2018

    Join Chris Jones and Tom Coughlan from the Scottish Widows Financial Planning Team as they look at the area of tax planning using drawdown.

    Watch it nowWatch our Tax Planning With Drawdown video

    Pension tax relief

    July 2017

    Join Chris Jones and Tom Coughlan, from the Scottish Widows Financial Planning Team, as they take you through aspects of pension tax relief.

    Watch it nowWatch our Pension Tax Relief video

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    If you have any feedback on how we can further develop our MasterClasses, please contact your Relationship Manager.

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