Divorce & financial planning: Key considerations from a family lawyer & financial planner

Online event
Wednesday, 24 February 2021
1:00 pm – 2:00 pm
    • Angela Lloyd-Read FPFS, Chartered Financial Planner, Connor Broadley
    • Bindu Malkan LLB (Hons) Law, Resolution Trained Collaborative Lawyer and Family Mediator, SA Law
  • Financial Services webinar

In this IIL financial services webinar, Bindu Malkan and Angela Lloyd-Read discussed the key considerations in divorce and the financial planning.

In this session, Bindu Malkan discussed the divorce and separation process, the principles of a financial settlement and dispelling common myths, and Angela Lloyd-Read looked at the considerations when working with a vulnerable client and those who may not have previously dealt with financial matters, and how cashflow planning can help identify what the client needs versus what they might want!

By the end of this webinar members would have gained an insight into:

  • Principles of a financial settlement
  • Different ways to reach an agreement
  • Financial planning with a vulnerable client
Venue
  • Online event

Booking information:

You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Patricia Pedraza (020 7397 3911).

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.