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Financial Aspects of Resettlement – Senior Officer

Financial Aspects of Resettlement Workshops provide insight and guidance to help with your transition into civilian life

The Financial Aspects of Resettlement (FAR) brief is a single day course designed to help you access financial awareness and long-term planning information, tax, pensions and benefits advice.

The FAR brief is split into two parts.

First, a comprehensive pension brief is provided by the Forces Pension Society that will help you learn more about your Armed Forces Pension. If you are currently serving in the Armed Forces, there are four pension schemes you could have rights to. The brief will help you navigate through the implications of your pension, empowering you to make better informed decisions for your future.

The second part of the brief is delivered by Lester Brunt Wealth Management (LBWM), an appointed representative of St James’s Place Wealth Management PLC. Their financial advisers will take you through a range of financial planning advice to find the best outcomes for you and your family. This includes guidance on estates, mortgages, trusts and more.

You are entitled to bring a partner to the FAR brief sessions.

Pension topics covered include:

  • An overview of each pension scheme
  • Medical awards
  • Commutation
  • Pen Form 1 completion and more

The financial awareness presentation will cover:

  • All aspects of financial planning
  • Give ample time for questions
  • All consultations are without obligation

The whole briefing is scheduled to last approximately 4 hours, with a short break in-between the two presentations.

For further information, to check availability or to book your provisional place,  see https://www.modctp.co.uk/home/view-workshop

 

Details

Date:
24th September 2025
Time:
9:00 am - 2:30 pm
Event Category:
Website:
https://www.modctp.co.uk/home/view-workshop

Other

Service
Tri-Service
Briefer
Wendy Bandeira

Venue

CTP Online

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