Wednesday 30th June 2021
Online
1 HRS 4 MINS
A team of paraplanners and an expert dissect a case study looking at pensions and divorce.
In this session we covered….
A graduate in Law from the University of Edinburgh, Alyson had originally planned to embark on a career practicing law but, despite achieving a Diploma in Legal Practice, she soon caught the paraplanning bug. Today, Alyson is a Chartered Financial Planner. Alyson’s background in law has particularly helped hone her skills in trusts, estate planning and general tax planning.
Les leads M&G's technical team. He is a fellow of the PFS, spending time reading, writing and speaking about pensions, tax and trusts to our internal stakeholders, press, financial advisers and paraplanners.
Susan has been in the financial planning profession for over 30 years and worked with many different advisers but just three firms. Over that time, she’s been involved in constructing processes within the firms she’s worked with, been authorised to provide advice, specialised in pensions both individual and corporate. She’s always been part of a team, and since 1999 has been involved in the management side.
M&G Wealth have created a page on their website where you can download the slidedeck, access resources AND complete a brief test to obtain your CPD certificate for taking part.
