SAMPLE AGENDA (1 Day)
CV Development
Interview Techniques
State Benefits
Job Seekers Allowance - entitlements
Miscellaneous benefits
Protecting state pension
Pension benefits
State pension & other benefits
Civil Service pension benefits
AVC, FSAVC, Personal Pensions, Stakeholder
Annuities, open market option
Redundancy packages
Considering the options
Money Management
Budgeting
Loans, mortgages & other debts
Inflation - its effects & how to minimise
Use of income and capital
Personal taxation & national insurance contributions
Tax code
Taxation of pension & redundancy benefits
Tax tips
Making the most of your money
Investment principles
Investing for income and/or growth
Reducing investment risk (Case Study)
Arranging a will
Deed of variation
Enduring power of attorney
Mitigating inheritance tax
Thinking about the future
Planning ahead
Seeking professional advice
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