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Personal Pensions in Personal Insolvency

Having looked at employer pensions in a previous webinar, in this One Hour Series we turn our attention to personal pensions, and how we deal with them in personal insolvency. We look at whose rights take priority and when; whether a Trustee is ever entitled to the proceeds of a pension; and in what circumstances any element of an over-funded personal pension could be recovered by an IP.

Description

Having looked at employer pensions in a previous webinar, in this One Hour Series we turn our attention to personal pensions, and how we deal with them in personal insolvency.  We look at whose rights take priority and when; whether a Trustee is ever entitled to the proceeds of a pension;  and in what circumstances any element of an over-funded personal pension could be recovered by an IP.

Recorded 28 October 2022

CPD Learning Outcomes

  • Types of personal pensions
  • Rights of an individual to draw down their pension
  • Tax implications of drawing down
  • Vesting of pensions in bankruptcy
  • Pensions in IVAs
  • Rights of Trustee to challenge over-funding
  • Practical issues when giving debt advice

Who Should Attend

This course is suitable for experienced staff looking for an update in this area as well as anyone looking for an introduction to the issue of personal pensions in personal insolvency. 

Cost

£55 + VAT per person

50% reduction for every third one-hour series you book.

Webinar fee includes electronic version of course documentation.

 

Team Booking Discount

  5-10 team members - £200 + VAT

11-25 team members - £375 + VAT

26-50 team members - £500 + VAT

50+ price on application

If you are looking to make a team booking, please mail courses@insolvencysupportservices.com

Booking Terms

The purchase of an ISS Training webinar recording permits single user access only for use by the registered delegate and access information should not be forwarded on to third parties. The copying and/or distribution of an ISS Training webinar recordings or materials is not permitted. Responsibility for the confidentiality of webinar registration information and materials issued by ISS Training lies with the registered delegate and purchaser.

 

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