Employee Benefit Trusts and Share Plans Series

Overview

The aim of this programme is to provide practitioners and intermediaries with an understanding of Employee Benefit Trusts and Share Plans from the perspective of employers, employees and regulators and to highlight issues that affect their implementation and administration. Training can also be targeted to improve employees' confidence and ability both in administration and in the area of account management, to promote confidence when meeting and presenting to existing clients or potential new businesses.

Suitable For

Training is aimed at individuals working in employee benefits and can be targeted to new starters with no EBT or Trust experience, individuals moving from another area of Trust, to all levels of administrators wanting to develop their overall knowledge of EBTs and the field of share plans.

23 Jan 2019 - 27 Feb 2019
9 CPD hours
Three 3-hour seminars over 2 months

Book Complete Programme

Starting: 23 Jan 2019

Cost: GBP 445

Learning Outcomes

Having attended this seminar, delegates will:

  • Have an understanding of Employee Benefit Trusts and Share Plans from the perspective of employers, employees and regulators and understand the issues that affect their implementation and administration
  • Be in the best position to provide top customer service, enabling businesses to keep their existing clients and win new ones, as providing relevant training is an invaluable way of motivating and valuing employees
  • Have improved knowledge and ability both in administration and in the area of account management, which promotes confidence when meeting and presenting to existing clients or potential new businesses

SEMINAR CONTENT

  • Definition
  • Purpose
  • Parties
  • Documentation
  • Onshore versus offshore
  • Operation of an EBT
  • History of EBTs

ADDITIONAL INFORMATION

  • Certificates of attendance are provided for each seminar
  • Interchangeable delegate places are available
  • An evaluation questionnaire is given to all delegates at the end of each seminar