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.

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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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